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 SOLITIONS LLC Service code 16 4643 S ULSTER ST · DENVER, CO 80237 | Consulting | $55,000 |
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $25,291 |
TULL FORSBERG & OLSON1 year Service code 10 5225 N CENTRAL AVE · PHOENIX, AZ 85012 | Accounting | $9,450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,008 | $87,125+102.0% | $108,410+62.4% | $86,799+102.8% |
| Participation rate | 88.2% | 80.5%+7.7pp | 80.1%+8.1pp | 72.3%+15.9pp |
| Annual return | 17.29% | 25.21%-7.9pp | 905.27%-888.0pp | 97.91%-80.6pp |
| Employer contribution / active EE | $5,940 | $2,477+139.8% | $3,558+66.9% | $2,405+147.0% |
| Participant deferral / active EE | $12,134 | $6,944+74.7% | $6,563+84.9% | $4,131+193.7% |
| Admin fee / account holder | $130 | $130+0.1% | $7,295-98.2% | $170-23.2% |