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 |
|---|---|---|
Filed as: INNOVEST PORTFOLIO SOLUTIONS, LLC Service code 15 · EIN 84-1612955 | Recordkeeping | $41,213 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,146 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $10,515 |
TULL FORSBERG & OLSON1 year Filed as: TULL, FORSBERG & OLSON PLLC Service code 10 · EIN 86-0130568 | Accounting | $9,450 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 21 1100 ABERNATHY RD · ATLANTA, GA 30328 | Bank Trustee | $296 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,271 | $78,781+106.0% | $100,516+61.4% | $73,409+121.0% |
| Participation rate | 89.8% | 80.0%+9.7pp | 79.4%+10.4pp | 72.2%+17.6pp |
| Annual return | 19.77% | 31.69%-11.9pp | 30.89%-11.1pp | 59.29%-39.5pp |
| Employer contribution / active EE | $6,471 | $2,420+167.4% | $3,418+89.3% | $2,234+189.7% |
| Participant deferral / active EE | $12,501 | $6,537+91.2% | $6,270+99.4% | $3,805+228.5% |
| Admin fee / account holder | $158 | $145+8.8% | $8,081-98.0% | $158+0.1% |