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 PARTNERS1+ years Filed as: STRATEGIC INVESTMENT PARTNERS LLC Service code 27 1100 NE LOOP 410 · SAN ANTONIO, TX 78209 | Advisory (Plan) | $35,898 |
Service code 37 · EIN 04-2647786 | Loan Processing | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,651 | $27,330-17.1% | $67,711-66.5% | $55,191-59.0% |
| Participation rate | 17.1% | 47.5%-30.4pp | 67.5%-50.4pp | 69.2%-52.0pp |
| Annual return | -1.57% | 8.81%-10.4pp | 25.41%-27.0pp | 10.78%-12.3pp |
| Employer contribution / active EE | $81 | $855-90.5% | $2,559-96.8% | $1,899-95.7% |
| Participant deferral / active EE | $1,731 | $1,709+1.3% | $3,585-51.7% | $3,046-43.2% |
| Admin fee / account holder | $138 | $109+26.3% | $4,255-96.8% | $91+52.0% |