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 PARTNERS1+ years Service code 27 6165 GREENWICH DR · SAN DIEGO, CA 92122 | Advisory (Plan) | $9,039 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,396 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,902 | $70,002-40.1% | $115,037-63.6% | $52,331-19.9% |
| Participation rate | 77.1% | 72.1%+5.0pp | 81.4%-4.3pp | 68.1%+9.0pp |
| Annual return | 5.27% | 4.04%+1.2pp | 26.14%-20.9pp | 4.54%+0.7pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $9,435 | $4,920+91.8% | $6,026+56.6% | $3,022+212.2% |
| Admin fee / account holder | $61 | $566-89.3% | $8,175-99.3% | $592-89.7% |