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) | $15,208 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,057 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,330 | $73,102-35.3% | $123,544-61.7% | $56,287-15.9% |
| Participation rate | 89.1% | 74.3%+14.8pp | 82.3%+6.8pp | 69.9%+19.3pp |
| Annual return | -3.04% | 3.01%-6.0pp | 119.20%-122.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $11,536 | $5,423+112.7% | $6,426+79.5% | $3,350+244.4% |
| Admin fee / account holder | $70 | $554-87.3% | $9,284-99.2% | $521-86.5% |