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 PARTNERS2+ years Service code 70 · EIN 59-3331424 | Consulting Fees | $18,019 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $680 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,058 | $55,453+17.3% | $170,442-61.8% | $62,292+4.4% |
| Participation rate | 94.8% | 66.4%+28.5pp | 83.6%+11.2pp | 69.5%+25.3pp |
| Annual return | 6.11% | 21.38%-15.3pp | 205.93%-199.8pp | 28.90%-22.8pp |
| Employer contribution / active EE | $1,830 | $2,164-15.4% | $5,433-66.3% | $2,042-10.4% |
| Participant deferral / active EE | $2,718 | $2,303+18.0% | $4,939-45.0% | $3,169-14.2% |
| Admin fee / account holder | $5 | $455-99.0% | $13,880-100.0% | $479-99.0% |