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 FINCL GRP1 year Filed as: INDEPENDENT FINCL GRP LLC Service code 26 · EIN 03-0491379 | Advisory (Participants) | $13,460 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,346 |
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 | $19,817 | $46,173-57.1% | $170,442-88.4% | $69,631-71.5% |
| Participation rate | 34.6% | 63.9%-29.3pp | 83.6%-49.0pp | 70.7%-36.0pp |
| Annual return | 13.30% | 21.62%-8.3pp | 205.93%-192.6pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $299 | $1,610-81.4% | $5,433-94.5% | $2,032-85.3% |
| Participant deferral / active EE | $818 | $2,080-60.7% | $4,939-83.4% | $3,224-74.6% |
| Admin fee / account holder | $96 | $116-17.5% | $13,880-99.3% | $110-13.4% |