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 PARTNERS1+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $20,570 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,485 |
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 | $87,853 | $74,024+18.7% | $77,999+12.6% | $57,658+52.4% |
| Participation rate | 91.4% | 79.7%+11.6pp | 75.5%+15.8pp | 70.2%+21.1pp |
| Annual return | 7.11% | 12.14%-5.0pp | 425.96%-418.9pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,089 | $2,365-11.7% | $2,470-15.4% | $1,974+5.9% |
| Participant deferral / active EE | $5,311 | $3,533+50.3% | $3,497+51.9% | $3,061+73.5% |
| Admin fee / account holder | $66 | $93-29.4% | $5,480-98.8% | $95-30.4% |