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 | $36,357 |
Filed as: VOYA FINANCIAL PARTNERS, INC. Service code 15 · EIN 41-0945505 | Recordkeeping | $26,327 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,491 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,190 | $73,638+137.9% | $95,952+82.6% | $73,488+138.4% |
| Participation rate | 93.1% | 76.2%+16.9pp | 77.1%+16.0pp | 70.7%+22.4pp |
| Annual return | 15.24% | 16.78%-1.5pp | 91.61%-76.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $6,148 | $1,863+230.0% | $2,541+142.0% | $2,270+170.8% |
| Participant deferral / active EE | $12,328 | $3,617+240.8% | $4,167+195.9% | $3,740+229.7% |
| Admin fee / account holder | $337 | $482-30.1% | $6,795-95.0% | $513-34.3% |