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 Service code 26 · EIN 03-0491379 | Advisory (Participants) | $16,285 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,940 |
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 | $18,950 | $62,928-69.9% | $172,739-89.0% | $67,579-72.0% |
| Participation rate | 48.3% | 64.5%-16.1pp | 82.6%-34.3pp | 71.3%-22.9pp |
| Annual return | 22.85% | 30.36%-7.5pp | 802.84%-780.0pp | 378.56%-355.7pp |
| Employer contribution / active EE | $371 | $1,636-77.3% | $5,143-92.8% | $2,148-82.7% |
| Participant deferral / active EE | $1,067 | $2,145-50.2% | $5,198-79.5% | $3,539-69.8% |
| Admin fee / account holder | $94 | $167-43.5% | $13,954-99.3% | $142-33.8% |