See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $48,260 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS Service code 26 · EIN 84-1612955 | Advisory (Participants) | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $53,319 | $59,417-10.3% | $93,606-43.0% | $74,495-28.4% |
| Participation rate | 44.0% | 59.7%-15.6pp | 68.7%-24.7pp | 67.2%-23.2pp |
| Annual return | 12.31% | 81.83%-69.5pp | 133.20%-120.9pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $959 | $1,264-24.1% | $2,420-60.4% | $2,623-63.4% |
| Participant deferral / active EE | $1,633 | $3,050-46.5% | $4,411-63.0% | $4,346-62.4% |
| Admin fee / account holder | $104 | $3,021-96.6% | $8,285-98.8% | $1,942-94.7% |