See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Sales loads (front end... | $222,696 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS, LLC Service code 27 · EIN 84-1612955 | Advisory (Plan) | $39,823 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,427 | $50,574-24.0% | $169,368-77.3% | $80,160-52.1% |
| Participation rate | 99.0% | 67.8%+31.2pp | 77.1%+21.8pp | 72.9%+26.0pp |
| Annual return | 20.05% | 22.92%-2.9pp | 405.60%-385.5pp | 40.38%-20.3pp |
| Employer contribution / active EE | $2,222 | $1,693+31.3% | $4,013-44.6% | $2,978-25.4% |
| Participant deferral / active EE | $3,616 | $4,164-13.2% | $6,221-41.9% | $5,017-27.9% |
| Admin fee / account holder | $118 | $107+10.5% | $9,003-98.7% | $145-18.6% |