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) | $62,127 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$90,097 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,601 | $38,058+88.1% | $169,463-57.7% | $75,289-4.9% |
| Participation rate | 58.8% | 65.1%-6.3pp | 77.8%-19.0pp | 72.4%-13.6pp |
| Annual return | -2.77% | -2.88%+0.1pp | 1.83%-4.6pp | -0.04%-2.7pp |
| Employer contribution / active EE | $2,819 | $1,478+90.7% | $4,159-32.2% | $2,405+17.2% |
| Participant deferral / active EE | $4,753 | $3,201+48.5% | $5,277-9.9% | $3,739+27.1% |
| Admin fee / account holder | -$26 | $85-130.6% | $9,109-100.3% | $102-125.5% |