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 | $34,966 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,662 | $66,402+26.0% | $109,895-23.9% | $85,850-2.5% |
| Participation rate | 87.2% | 63.9%+23.3pp | 74.2%+13.0pp | 69.3%+17.9pp |
| Annual return | 11.06% | 19.59%-8.5pp | 29.45%-18.4pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,784 | $1,687+5.8% | $2,842-37.2% | $2,565-30.4% |
| Participant deferral / active EE | $4,312 | $2,842+51.7% | $4,048+6.5% | $3,952+9.1% |
| Admin fee / account holder | $1 | $4,557-100.0% | $6,066-100.0% | $6,260-100.0% |