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 PARTNERS1+ years Service code 27 · EIN 41-2071833 | Advisory (Plan) | $53,081 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,859 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,550 | $44,229+27.9% | $155,790-63.7% | $55,191+2.5% |
| Participation rate | 90.8% | 60.8%+30.0pp | 76.1%+14.7pp | 69.2%+21.7pp |
| Annual return | 3.63% | 0.37%+3.3pp | 71.54%-67.9pp | 10.78%-7.2pp |
| Employer contribution / active EE | $3,633 | $1,317+175.8% | $3,836-5.3% | $1,899+91.3% |
| Participant deferral / active EE | $6,032 | $2,851+111.5% | $4,797+25.7% | $3,046+98.0% |
| Admin fee / account holder | $23 | $86-73.7% | $7,478-99.7% | $91-75.0% |