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 |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC3+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 26 · EIN 71-0927304 | Advisory (Participants) | $0 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
QBI, LLC2 years Service code 15 21031 VENTURA BLVD. · WOODLAND HILLS, CA 91364 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,880 | $47,977-58.6% | $154,107-87.1% | $56,287-64.7% |
| Participation rate | 30.1% | 66.2%-36.1pp | 83.0%-52.9pp | 69.9%-39.7pp |
| Annual return | 5.53% | 3.54%+2.0pp | 735.12%-729.6pp | -9.96%+15.5pp |
| Employer contribution / active EE | $307 | $2,169-85.9% | $5,298-94.2% | $2,111-85.5% |
| Participant deferral / active EE | $508 | $2,392-78.8% | $5,081-90.0% | $3,350-84.8% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |