See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
INDIE ASSET PARTNERS10+ years Service code 22 · EIN 27-2281973 | Insurance Broker | $81,199 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,332 | $100,923+73.7% | $150,045+16.9% | $74,304+136.0% |
| Participation rate | 99.2% | 70.1%+29.1pp | 82.3%+16.8pp | 60.3%+38.8pp |
| Annual return | 17.00% | 51.77%-34.8pp | 62.55%-45.6pp | 29.43%-12.4pp |
| Employer contribution / active EE | $3,466 | $3,463+0.1% | $4,693-26.1% | $2,241+54.7% |
| Participant deferral / active EE | $11,833 | $6,709+76.4% | $7,997+48.0% | $3,767+214.1% |
| Admin fee / account holder | $347 | $2,767-87.4% | $13,435-97.4% | $2,969-88.3% |