See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $43,790 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $13,500 |
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 | $24,117 | $36,916-34.7% | $156,549-84.6% | $57,658-58.2% |
| Participation rate | 95.9% | 63.4%+32.5pp | 84.0%+11.9pp | 70.2%+25.7pp |
| Annual return | 8.84% | 12.38%-3.5pp | 32.23%-23.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,246 | $1,571-20.7% | $5,501-77.4% | $1,974-36.9% |
| Participant deferral / active EE | $2,958 | $1,926+53.6% | $4,871-39.3% | $3,061-3.4% |
| Admin fee / account holder | $75 | $82-8.6% | $13,027-99.4% | $95-20.2% |