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 |
|---|---|---|
INNOVATIVE PENSION1 year Service code 12 · EIN 33-0166640 12975 BROOKPRINTER PLACE, SUITE 200 · POWAY, CA 92064 | Recordkeeping and information managem... | $13,017 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,743 | $71,666-64.1% | $117,854-78.2% | $69,631-63.0% |
| Participation rate | 82.5% | 77.5%+5.0pp | 79.7%+2.9pp | 70.7%+11.8pp |
| Annual return | 68.42% | 18.86%+49.6pp | 335.08%-266.7pp | 27571.02%-27502.6pp |
| Employer contribution / active EE | $2,010 | $1,889+6.4% | $3,786-46.9% | $2,032-1.1% |
| Participant deferral / active EE | $1,218 | $3,340-63.5% | $4,482-72.8% | $3,224-62.2% |
| Admin fee / account holder | $64 | $120-46.7% | $8,020-99.2% | $110-41.9% |