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 |
|---|---|---|
INNOVEST PORTFOLIO SOLUTIONS LLC8+ years Filed as: INNOVEST PORTFOLIO Service code 27 · EIN 84-1612955 | Advisory (Plan) | $62,826 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,114 |
HERCULES INDUSTRIES, INC1 year Service code 10 · EIN 84-0516481 | Accounting | $9,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,144 | $71,142-35.1% | $119,609-61.4% | $64,808-28.8% |
| Participation rate | 97.8% | 78.6%+19.2pp | 79.3%+18.6pp | 71.5%+26.4pp |
| Annual return | -14.81% | -10.01%-4.8pp | -14.97%+0.2pp | 32.82%-47.6pp |
| Employer contribution / active EE | $2,048 | $2,497-18.0% | $4,232-51.6% | $2,506-18.3% |
| Participant deferral / active EE | $3,805 | $4,490-15.2% | $5,602-32.1% | $4,310-11.7% |
| Admin fee / account holder | $184 | $162+13.4% | $10,323-98.2% | $188-2.1% |