See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS6+ years Service code 26 · EIN 59-3331424 | Advisory (Participants) | $36,739 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,061 | $59,417-5.6% | $93,606-40.1% | $74,495-24.7% |
| Participation rate | 77.6% | 59.7%+17.9pp | 68.7%+8.8pp | 67.2%+10.4pp |
| Annual return | 18.89% | 81.83%-62.9pp | 133.20%-114.3pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $1,804 | $1,264+42.8% | $2,420-25.5% | $2,623-31.2% |
| Participant deferral / active EE | $5,207 | $3,050+70.7% | $4,411+18.0% | $4,346+19.8% |
| Admin fee / account holder | $371 | $3,021-87.7% | $8,285-95.5% | $1,942-80.9% |