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 60 · EIN 04-2647786 | Sub-TA Fees | $250 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Service code 61 12671 HIGH BLUFF DR STE 200 · SAN DIEGO, CA 92130 | Finders' fees / placement fees | $0 |
UBS FINANCIAL SERVICES INC1+ years Service code 61 · EIN 13-2638166 | Finders' fees / placement fees | $0 |
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 | $24,958 | $39,245-36.4% | $64,105-61.1% | $52,331-52.3% |
| Participation rate | 78.9% | 58.2%+20.7pp | 68.2%+10.8pp | 68.1%+10.8pp |
| Annual return | -1.28% | 14.79%-16.1pp | 791.24%-792.5pp | 4.54%-5.8pp |
| Employer contribution / active EE | $136 | $736-81.6% | $1,820-92.5% | $1,882-92.8% |
| Participant deferral / active EE | $1,972 | $1,992-1.0% | $2,822-30.1% | $3,022-34.7% |
| Admin fee / account holder | $1 | $592-99.8% | $4,499-100.0% | $592-99.8% |