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 |
|---|---|---|
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 26 28601 CHAGRIN BLVD., SUITE 550 · CLEVELAND, OH 441224561 | Advisory (Participants) | $19,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,895 | $72,554-75.3% | $138,135-87.0% | $73,488-75.6% |
| Participation rate | 68.5% | 74.8%-6.4pp | 78.7%-10.2pp | 70.7%-2.2pp |
| Annual return | 22.57% | 17.50%+5.1pp | 20.51%+2.1pp | 28.51%-5.9pp |
| Employer contribution / active EE | $0 | $3,511-100.0% | $5,587-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,510 | $4,908-28.5% | $6,431-45.4% | $3,740-6.2% |
| Admin fee / account holder | $107 | $464-76.9% | $11,856-99.1% | $513-79.1% |