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 FINANCIAL PARTNERS1+ years Service code 16 · EIN 59-3331424 | Consulting | $14,218 |
FIRST MERCANTILE TRUST COMPANY2+ years Service code 28 · EIN 62-0951563 | Investment Management | $3,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,694 | $42,772+11.5% | $87,507-45.5% | $55,167-13.5% |
| Participation rate | 51.0% | 66.5%-15.5pp | 73.8%-22.8pp | 69.0%-18.0pp |
| Annual return | 7.07% | 21.20%-14.1pp | 12.21%-5.1pp | 169.23%-162.2pp |
| Employer contribution / active EE | $533 | $1,277-58.2% | $2,550-79.1% | $1,963-72.8% |
| Participant deferral / active EE | $1,338 | $2,342-42.9% | $3,149-57.5% | $3,054-56.2% |
| Admin fee / account holder | $245 | $461-47.0% | $4,221-94.2% | $504-51.5% |