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 52-9883077 | Advisory (Plan) | $9,021 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,327 | $60,165-54.6% | $74,183-63.2% | $55,167-50.5% |
| Participation rate | 67.3% | 74.2%-6.9pp | 76.6%-9.3pp | 69.0%-1.7pp |
| Annual return | 5.96% | 10.00%-4.0pp | 17.74%-11.8pp | 169.23%-163.3pp |
| Employer contribution / active EE | $595 | $1,600-62.8% | $2,370-74.9% | $1,963-69.7% |
| Participant deferral / active EE | $1,443 | $2,973-51.4% | $3,550-59.3% | $3,054-52.7% |
| Admin fee / account holder | $104 | $419-75.3% | $5,586-98.1% | $504-79.4% |