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 PARTNERS2+ years Service code 99 · EIN 59-3331424 | Other Fees | $11,882 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $829 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $199 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,486 | $36,694-44.2% | $40,145,923-99.9% | $55,167-62.9% |
| Participation rate | 81.1% | 57.2%+23.9pp | 68.4%+12.7pp | 69.0%+12.1pp |
| Annual return | 10.20% | 10.16%0pp | 5.24%+5.0pp | 169.23%-159.0pp |
| Employer contribution / active EE | $1,603 | $1,135+41.3% | $1,844-13.0% | $1,963-18.3% |
| Participant deferral / active EE | $2,408 | $1,679+43.4% | $2,591-7.1% | $3,054-21.2% |
| Admin fee / account holder | $6 | $175-96.6% | $2,903-99.8% | $504-98.8% |