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 9-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 PARTNERS4+ years Service code 99 · EIN 59-3331424 3030 N. ROCKY POINT DRIVE WEST · TAMPA, FL 33607 | Other Fees | $27,728 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $2,071 |
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 | $49,161 | $88,122-44.2% | $141,162-65.2% | $67,579-27.3% |
| Participation rate | 91.3% | 76.5%+14.8pp | 82.5%+8.8pp | 71.3%+20.0pp |
| Annual return | 24.27% | 75.40%-51.1pp | 71.39%-47.1pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,397 | $3,224-56.7% | $4,735-70.5% | $2,148-35.0% |
| Participant deferral / active EE | $5,902 | $5,958-0.9% | $6,709-12.0% | $3,539+66.8% |
| Admin fee / account holder | $343 | $131+162.0% | $10,261-96.7% | $142+141.0% |