Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 |
|---|---|---|
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 15 · EIN 71-0927304 | Recordkeeping | $31,228 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,343 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,263 | $77,523-41.6% | $100,383-54.9% | $80,874-44.0% |
| Participation rate | 96.7% | 77.0%+19.8pp | 81.5%+15.2pp | 67.6%+29.1pp |
| Annual return | 13.23% | 37.21%-24.0pp | 49.26%-36.0pp | 35.62%-22.4pp |
| Employer contribution / active EE | $2,050 | $2,801-26.8% | $3,944-48.0% | $2,756-25.6% |
| Participant deferral / active EE | $17,094 | $6,822+150.6% | $8,086+111.4% | $4,297+297.8% |
| Admin fee / account holder | $236 | $5,899-96.0% | $7,900-97.0% | $6,935-96.6% |