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 |
|---|---|---|
INVASTACORP ADVISORY SERVICES1+ years Service code 27 4400 BISCAYNE BLVD. · MIAMI, FL 33137 | Advisory (Plan) | $15,636 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,861 | $50,498-21.1% | $75,781-47.4% | $55,191-27.8% |
| Participation rate | 41.5% | 69.4%-28.0pp | 75.8%-34.4pp | 69.2%-27.7pp |
| Annual return | -1.17% | 1.80%-3.0pp | 9.68%-10.8pp | 10.78%-11.9pp |
| Employer contribution / active EE | $604 | $2,291-73.6% | $3,323-81.8% | $1,899-68.2% |
| Participant deferral / active EE | $1,337 | $2,589-48.4% | $3,651-63.4% | $3,046-56.1% |
| Admin fee / account holder | $180 | $123+46.6% | $5,299-96.6% | $91+98.7% |