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 | $58,453 |
INNOVEST PORTFOLIO SOLUTIONS LLC10+ years Filed as: INNOVEST PORTFOLIO Service code 27 · EIN 84-1612955 | Advisory (Plan) | $34,622 |
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 | $56,807 | $89,436-36.5% | $164,813-65.5% | $77,643-26.8% |
| Participation rate | 99.2% | 78.6%+20.6pp | 78.6%+20.6pp | 70.6%+28.6pp |
| Annual return | 13.17% | 28.83%-15.7pp | 69.93%-56.8pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,370 | $2,569-7.7% | $4,341-45.4% | $2,726-13.1% |
| Participant deferral / active EE | $4,266 | $4,897-12.9% | $6,031-29.3% | $4,647-8.2% |
| Admin fee / account holder | $167 | $339-50.8% | $12,690-98.7% | $430-61.2% |