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 PARTNERS7+ years Service code 22 · EIN 27-2281973 | Insurance Broker | $43,742 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,025 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,127 | $84,487+39.8% | $125,339-5.8% | $66,914+76.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.71% | -8.39%-8.3pp | 572.05%-588.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,952 | $3,553-16.9% | $4,814-38.7% | $2,544+16.0% |
| Participant deferral / active EE | $10,615 | $6,781+56.5% | $7,446+42.5% | $4,237+150.5% |
| Admin fee / account holder | $237 | $685-65.4% | $10,010-97.6% | $593-60.1% |