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 |
|---|---|---|
Filed as: ING FINANCIAL PARTNERS, INC. Service code 71 · EIN 41-0945505 | Brokerage Fees | $26,228 |
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 | $69,653 | $63,861+9.1% | $104,607-33.4% | $79,858-12.8% |
| Participation rate | 95.0% | 64.9%+30.1pp | 74.1%+20.9pp | 69.6%+25.4pp |
| Annual return | 19.20% | 21.30%-2.1pp | 340.46%-321.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,349 | $1,588-15.0% | $2,681-49.7% | $2,471-45.4% |
| Participant deferral / active EE | $4,146 | $2,693+53.9% | $3,740+10.9% | $3,740+10.9% |
| Admin fee / account holder | $1 | $4,185-100.0% | $6,473-100.0% | $5,306-100.0% |