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 PARTNERS2+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $35,540 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,815 |
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 | $95,128 | $63,299+50.3% | $91,001+4.5% | $62,292+52.7% |
| Participation rate | 91.8% | 73.3%+18.5pp | 75.6%+16.2pp | 69.5%+22.3pp |
| Annual return | 15.84% | 20.99%-5.1pp | 4.60%+11.2pp | 28.90%-13.1pp |
| Employer contribution / active EE | $2,404 | $1,807+33.1% | $2,456-2.1% | $2,042+17.7% |
| Participant deferral / active EE | $5,514 | $2,943+87.4% | $3,547+55.4% | $3,169+74.0% |
| Admin fee / account holder | $119 | $468-74.6% | $5,417-97.8% | $479-75.2% |