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 PARTNERS5+ years Service code 27 · EIN 59-3331424 3030 NORTH ROCKY POINT DR. WEST · TAMPA, FL 33607 | Advisory (Plan) | $21,927 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,275 | $62,928-66.2% | $172,739-87.7% | $67,579-68.5% |
| Participation rate | 91.6% | 64.5%+27.1pp | 82.6%+9.0pp | 71.3%+20.3pp |
| Annual return | 21.54% | 30.36%-8.8pp | 802.84%-781.3pp | 378.56%-357.0pp |
| Employer contribution / active EE | $1,583 | $1,636-3.3% | $5,143-69.2% | $2,148-26.3% |
| Participant deferral / active EE | $3,322 | $2,145+54.9% | $5,198-36.1% | $3,539-6.1% |
| Admin fee / account holder | $28 | $167-83.0% | $13,954-99.8% | $142-80.1% |