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 |
|---|---|---|
INVISTA ADVISORS3 years Service code 26 · EIN 63-1204895 350 LEAVELL CIR · MONTGOMERY, AL 36117 | Advisory (Participants) | $6,514 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,622 | $59,402-28.2% | $93,654-54.5% | $74,546-42.8% |
| Participation rate | 93.8% | 59.7%+34.2pp | 68.7%+25.1pp | 67.2%+26.6pp |
| Annual return | 17.54% | 81.86%-64.3pp | 133.34%-115.8pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $2,779 | $1,265+119.8% | $2,421+14.8% | $2,624+5.9% |
| Participant deferral / active EE | $3,242 | $3,049+6.3% | $4,413-26.5% | $4,347-25.4% |
| Admin fee / account holder | $259 | $3,023-91.4% | $8,282-96.9% | $1,944-86.7% |