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; Custodial (other t... | $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 | $77,314+25.2% | $177,989-45.6% | $80,856+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 | 294.48%-279.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $937 | $2,292-59.1% | $3,949-76.3% | $2,755-66.0% |
| Participant deferral / active EE | $5,925 | $4,411+34.3% | $6,276-5.6% | $4,296+37.9% |
| Admin fee / account holder | $419 | $7,191-94.2% | $10,363-96.0% | $6,918-93.9% |