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 |
|---|---|---|
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 15 · EIN 71-0927304 | Recordkeeping | $38,278 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $23,741 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,156 | $59,186+101.3% | $76,768+55.2% | $56,287+111.7% |
| Participation rate | 93.5% | 75.2%+18.3pp | 77.0%+16.6pp | 69.9%+23.7pp |
| Annual return | -4.26% | 6.62%-10.9pp | 2.43%-6.7pp | -9.96%+5.7pp |
| Employer contribution / active EE | $7,616 | $1,759+333.1% | $2,485+206.5% | $2,111+260.8% |
| Participant deferral / active EE | $15,436 | $3,255+374.2% | $3,852+300.8% | $3,350+360.8% |
| Admin fee / account holder | $323 | $489-34.1% | $6,675-95.2% | $521-38.1% |