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 99 · EIN 59-3331424 | Other Fees | $72,229 |
Service code 99 · EIN 71-0294708 | Other Fees | $0 |
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 | $112,718 | $65,118+73.1% | $76,768+46.8% | $55,725+102.3% |
| Participation rate | 88.1% | 79.6%+8.5pp | 77.0%+11.2pp | 70.9%+17.3pp |
| Annual return | -4.69% | -1.27%-3.4pp | 2.43%-7.1pp | 244.93%-249.6pp |
| Employer contribution / active EE | $3,577 | $1,941+84.3% | $2,485+43.9% | $2,078+72.1% |
| Participant deferral / active EE | $4,287 | $3,688+16.2% | $3,852+11.3% | $3,356+27.8% |
| Admin fee / account holder | $11 | $116-90.1% | $6,675-99.8% | $115-90.1% |