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) | $15,613 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,744 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $92,369 | $65,118+41.8% | $76,768+20.3% | $55,725+65.8% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.0%+13.1pp | 70.9%+19.2pp |
| Annual return | -3.78% | -1.27%-2.5pp | 2.43%-6.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $3,568 | $1,941+83.8% | $2,485+43.6% | $2,078+71.7% |
| Participant deferral / active EE | $6,403 | $3,688+73.6% | $3,852+66.3% | $3,356+90.8% |
| Admin fee / account holder | $57 | $116-51.1% | $6,675-99.2% | $115-50.8% |