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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,833 |
INDEPENDENT FINANCIAL PARTNERS5+ years Service code 16 · EIN 59-3331424 | Consulting | $11,844 |
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.
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 | $104,936 | $73,404+43.0% | $87,100+20.5% | $67,579+55.3% |
| Participation rate | 94.4% | 80.9%+13.6pp | 76.9%+17.6pp | 71.3%+23.2pp |
| Annual return | 22.73% | 48.29%-25.6pp | 28.19%-5.5pp | 378.56%-355.8pp |
| Employer contribution / active EE | $5,389 | $2,014+167.6% | $2,521+113.7% | $2,148+150.9% |
| Participant deferral / active EE | $7,276 | $3,913+85.9% | $4,049+79.7% | $3,539+105.6% |
| Admin fee / account holder | $113 | $142-19.9% | $7,497-98.5% | $142-20.3% |