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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $121,902 |
INDEPENDENT FINANCIAL PARTNERS3+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $91,579 |
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 | $66,658 | $155,795-57.2% | $136,294-51.1% | $69,631-4.3% |
| Participation rate | 90.2% | 75.2%+14.9pp | 81.9%+8.2pp | 70.7%+19.5pp |
| Annual return | 88.84% | 232464.33%-232375.5pp | 5155.94%-5067.1pp | 27571.02%-27482.2pp |
| Employer contribution / active EE | $2,815 | $2,991-5.9% | $4,695-40.1% | $2,032+38.5% |
| Participant deferral / active EE | $8,053 | $5,394+49.3% | $6,247+28.9% | $3,224+149.8% |
| Admin fee / account holder | $170 | $128+32.4% | $9,243-98.2% | $110+53.8% |