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 10-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 PARTNERS3+ years Filed as: CHARTWELL Service code 34 · EIN 03-6479908 | Direct payment from the plan; Consult... | $15,861 |
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $12,038 |
EKS&H LLLP1 year Service code 10 · EIN 46-1497033 | Accounting | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,258 | $42,548-21.8% | $74,550-55.4% | $56,287-40.9% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | 7.70% | 12.40%-4.7pp | 32.53%-24.8pp | -9.96%+17.7pp |
| Employer contribution / active EE | $1,096 | $855+28.2% | $1,961-44.1% | $2,111-48.1% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $234 | $467-49.9% | $5,060-95.4% | $521-55.1% |