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 4-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 GROUP LLC4+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $32,233 |
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $23,460 |
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 | $96,769 | $77,164+25.4% | $178,014-45.6% | $80,874+19.7% |
| Participation rate | 89.5% | 65.7%+23.8pp | 77.1%+12.4pp | 67.6%+21.8pp |
| Annual return | 15.34% | 18.09%-2.7pp | 294.80%-279.5pp | 35.62%-20.3pp |
| Employer contribution / active EE | $937 | $2,288-59.0% | $3,950-76.3% | $2,756-66.0% |
| Participant deferral / active EE | $5,925 | $4,408+34.4% | $6,276-5.6% | $4,297+37.9% |
| Admin fee / account holder | $419 | $7,164-94.2% | $10,362-96.0% | $6,935-94.0% |