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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,192 |
INNOVEST PORTFOLIO SOLUTIONS LLC9+ years Filed as: INNOVEST PORTFOLIO Service code 27 · EIN 84-1612955 | Advisory (Plan) | $33,109 |
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 | $51,169 | $91,372-44.0% | $129,995-60.6% | $74,419-31.2% |
| Participation rate | 98.9% | 77.8%+21.1pp | 78.5%+20.4pp | 70.7%+28.2pp |
| Annual return | 18.43% | 23.21%-4.8pp | -137.18%+155.6pp | 34.38%-16.0pp |
| Employer contribution / active EE | $2,221 | $2,563-13.3% | $4,320-48.6% | $2,637-15.8% |
| Participant deferral / active EE | $3,912 | $4,721-17.1% | $5,820-32.8% | $4,528-13.6% |
| Admin fee / account holder | $161 | $283-43.1% | $10,614-98.5% | $348-53.7% |