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 PARTNERS2+ years Service code 99 · EIN 59-3331424 | Other Fees | $32,675 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,292 | $42,546+77.0% | $71,796+4.9% | $55,167+36.5% |
| Participation rate | 67.1% | 59.1%+8.0pp | 69.1%-2.0pp | 69.0%-1.9pp |
| Annual return | 12.44% | 12.36%+0.1pp | 78.04%-65.6pp | 169.23%-156.8pp |
| Employer contribution / active EE | $2,889 | $803+259.6% | $1,924+50.1% | $1,963+47.2% |
| Participant deferral / active EE | $5,183 | $2,064+151.1% | $2,794+85.5% | $3,054+69.7% |
| Admin fee / account holder | $47 | $650-92.7% | $4,815-99.0% | $504-90.6% |