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 GRP2 years Filed as: INDEPENDENT FINCL GRP LLC Service code 26 · EIN 03-0491379 | Advisory (Participants) | $15,765 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,609 |
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 | $18,081 | $37,196-51.4% | $154,107-88.3% | $55,725-67.6% |
| Participation rate | 41.8% | 64.1%-22.3pp | 83.0%-41.2pp | 70.9%-29.0pp |
| Annual return | 1.41% | 1319.68%-1318.3pp | 735.12%-733.7pp | 244.93%-243.5pp |
| Employer contribution / active EE | $330 | $1,614-79.6% | $5,298-93.8% | $2,078-84.1% |
| Participant deferral / active EE | $973 | $2,068-52.9% | $5,081-80.8% | $3,356-71.0% |
| Admin fee / account holder | $107 | $102+4.9% | $13,411-99.2% | $115-7.5% |