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 PENSION SOLUTIONS3+ years Filed as: INDEPENDENT PENSION SOLUTIONS, LLC Service code 15 · EIN 72-1396518 | Recordkeeping | $4,500 |
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 | $97,982 | $81,537+20.2% | $149,718-34.6% | $69,631+40.7% |
| Participation rate | 83.8% | 86.1%-2.3pp | 87.1%-3.3pp | 70.7%+13.1pp |
| Annual return | 16.60% | 22.79%-6.2pp | 1501.63%-1485.0pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $1,281 | $3,239-60.4% | $5,445-76.5% | $2,032-37.0% |
| Participant deferral / active EE | $3,338 | $4,994-33.2% | $6,569-49.2% | $3,224+3.6% |
| Admin fee / account holder | $10 | $107-90.7% | $11,283-99.9% | $110-91.0% |