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 PARTNERS3+ years Service code 27 6165 GREENWICH DR · SAN DIEGO, CA 92122 | Advisory (Plan) | $10,722 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,152 |
Employer 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 | $55,259 | $80,753-31.6% | $136,294-59.5% | $62,292-11.3% |
| Participation rate | 87.9% | 73.5%+14.4pp | 81.9%+6.0pp | 69.5%+18.4pp |
| Annual return | 17.55% | 35.83%-18.3pp | 5155.94%-5138.4pp | 28.90%-11.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $9,115 | $5,164+76.5% | $6,247+45.9% | $3,169+187.6% |
| Admin fee / account holder | $60 | $525-88.6% | $9,243-99.4% | $479-87.5% |