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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,474 |
Filed as: INDEPENDENT FIN PARTNERS Service code 27 · EIN 83-0951655 | Advisory (Plan) | $9,340 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,552 | $111,608+4.4% | $177,821-34.5% | $73,409+58.8% |
| Participation rate | 99.0% | 87.9%+11.1pp | 87.7%+11.3pp | 72.2%+26.8pp |
| Annual return | 5.08% | 18.23%-13.1pp | 48.32%-43.2pp | 59.29%-54.2pp |
| Employer contribution / active EE | $6,042 | $3,796+59.2% | $5,918+2.1% | $2,234+170.5% |
| Participant deferral / active EE | $6,255 | $6,199+0.9% | $7,714-18.9% | $3,805+64.4% |
| Admin fee / account holder | $287 | $166+73.5% | $12,427-97.7% | $158+81.9% |