See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT PENSION SOLUTIONS5+ years Filed as: INDEPENDENT PENSION SOLUTIONS, LLC Service code 15 · EIN 72-1396518 | Recordkeeping | $6,066 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,421 | $88,515-8.0% | $162,163-49.8% | $67,579+20.5% |
| Participation rate | 90.6% | 86.8%+3.8pp | 87.6%+3.0pp | 71.3%+19.3pp |
| Annual return | 21.81% | 27.04%-5.2pp | 115.59%-93.8pp | 378.56%-356.7pp |
| Employer contribution / active EE | $1,449 | $3,563-59.3% | $5,614-74.2% | $2,148-32.5% |
| Participant deferral / active EE | $3,912 | $5,724-31.7% | $7,298-46.4% | $3,539+10.5% |
| Admin fee / account holder | $13 | $124-89.8% | $10,843-99.9% | $142-91.1% |