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 PARTNERS4+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $25,839 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,431 |
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 | $41,006 | $61,214-33.0% | $83,333-50.8% | $56,287-27.1% |
| Participation rate | 87.5% | 72.6%+14.9pp | 77.8%+9.7pp | 69.9%+17.6pp |
| Annual return | -5.45% | 0.42%-5.9pp | 10.63%-16.1pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,990 | $1,925+3.4% | $3,379-41.1% | $2,111-5.7% |
| Participant deferral / active EE | $3,428 | $5,091-32.7% | $5,565-38.4% | $3,350+2.3% |
| Admin fee / account holder | $130 | $512-74.5% | $7,510-98.3% | $521-75.0% |