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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS3+ years Service code 27 · EIN 46-0615386 | Advisory (Plan) | $71,965 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,892 |
MADISON PENSION SERVICES, INC.2+ years Service code 11 · EIN 13-2845975 | Actuarial | $5,427 |
BERDON LLP2+ years Filed as: BERDON ACCOUNTANTS AND ADVISORS Service code 10 · EIN 13-0485070 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $288,050 | $80,753+256.7% | $136,294+111.3% | $62,292+362.4% |
| Participation rate | 97.1% | 73.5%+23.6pp | 81.9%+15.2pp | 69.5%+27.6pp |
| Annual return | 14.72% | 35.83%-21.1pp | 5155.94%-5141.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $10,081 | $2,884+249.6% | $4,695+114.7% | $2,042+393.6% |
| Participant deferral / active EE | $9,580 | $5,164+85.5% | $6,247+53.3% | $3,169+202.3% |
| Admin fee / account holder | $185 | $525-64.8% | $9,243-98.0% | $479-61.5% |