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 PARTNERS4+ years Service code 22 · EIN 27-2281973 | Insurance Broker | $54,257 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,099 |
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 | $119,004 | $89,652+32.7% | $141,162-15.7% | $65,185+82.6% |
| Participation rate | 98.6% | 74.7%+23.9pp | 82.5%+16.1pp | 70.2%+28.4pp |
| Annual return | 21.23% | 32.79%-11.6pp | 71.39%-50.2pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,775 | $3,065-42.1% | $4,735-62.5% | $2,177-18.5% |
| Participant deferral / active EE | $8,458 | $5,691+48.6% | $6,709+26.1% | $3,514+140.7% |
| Admin fee / account holder | $274 | $569-51.9% | $10,261-97.3% | $847-67.7% |