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 10-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,753 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: INDEPENDENT FINANCIAL PARTNERS (IF Service code 16 · EIN 59-3331424 | Consulting | $39,213 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,838 | $37,884+15.7% | $79,464-44.8% | $75,289-41.8% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+23.0pp | 72.4%+23.9pp |
| Annual return | -4.70% | 1.06%-5.8pp | 718.14%-722.8pp | -0.04%-4.7pp |
| Employer contribution / active EE | $1,100 | $1,680-34.5% | $2,800-60.7% | $2,405-54.3% |
| Participant deferral / active EE | $3,545 | $2,569+38.0% | $3,704-4.3% | $3,739-5.2% |
| Admin fee / account holder | $57 | $77-26.0% | $5,113-98.9% | $102-44.6% |