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 PENSION SOLUTIONS2+ years Filed as: INDEPENDENT PENSION SOLUTIONS, LLC Service code 15 · EIN 72-1396518 | Recordkeeping | $1,380 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,877 | $61,616+36.1% | $105,722-20.7% | $55,167+52.0% |
| Participation rate | 99.2% | 72.9%+26.2pp | 78.9%+20.2pp | 69.0%+30.2pp |
| Annual return | 5.91% | 11.15%-5.2pp | 12.25%-6.3pp | 169.23%-163.3pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $4,079-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,179 | $4,213+46.7% | $5,326+16.0% | $3,054+102.3% |
| Admin fee / account holder | $10 | $379-97.5% | $8,308-99.9% | $504-98.1% |