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 PARTNERS5+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $20,417 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,583 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,398 | $48,072+79.7% | $182,532-52.7% | $77,787+11.1% |
| Participation rate | 55.2% | 64.3%-9.0pp | 78.0%-22.8pp | 73.2%-18.0pp |
| Annual return | 26.70% | 31.26%-4.6pp | 148.54%-121.8pp | 32.57%-5.9pp |
| Employer contribution / active EE | $2,947 | $1,453+102.7% | $4,076-27.7% | $2,504+17.7% |
| Participant deferral / active EE | $4,954 | $3,209+54.4% | $5,524-10.3% | $3,967+24.9% |
| Admin fee / account holder | $18 | $131-86.0% | $8,592-99.8% | $100-81.5% |