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 PARTNERS3+ years Service code 16 · EIN 59-3331424 | Consulting | $23,412 |
FIRST MERCANTILE TRUST COMPANY4+ years Service code 28 · EIN 62-0951563 | Investment Management | $17,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,641 | $45,825+6.1% | $90,645-46.3% | $56,287-13.6% |
| Participation rate | 47.2% | 66.7%-19.5pp | 74.0%-26.8pp | 69.9%-22.7pp |
| Annual return | -6.51% | 38.64%-45.2pp | 1.88%-8.4pp | -9.96%+3.4pp |
| Employer contribution / active EE | $516 | $1,372-62.4% | $2,532-79.6% | $2,111-75.5% |
| Participant deferral / active EE | $1,297 | $2,562-49.4% | $3,425-62.1% | $3,350-61.3% |
| Admin fee / account holder | $258 | $413-37.6% | $4,994-94.8% | $521-50.6% |