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 PARTNERS3+ years Service code 99 · EIN 59-3331424 | Other Fees | $18,293 |
MORNINGSTAR2 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,187 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $473 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,984 | $40,479-40.7% | $78,210-69.3% | $62,292-61.5% |
| Participation rate | 84.7% | 54.6%+30.1pp | 68.7%+16.0pp | 69.5%+15.2pp |
| Annual return | 18.55% | 66.31%-47.8pp | 40.90%-22.4pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,798 | $1,024+75.6% | $2,034-11.6% | $2,042-11.9% |
| Participant deferral / active EE | $2,626 | $1,718+52.9% | $2,823-7.0% | $3,169-17.1% |
| Admin fee / account holder | $7 | $376-98.2% | $3,758-99.8% | $479-98.6% |