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 | $21,127 |
INDEPENDENT FINANCIAL GROUP LLC3+ years Service code 27 · EIN 71-0927304 12671 HIGH BLUFF DR STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $15,153 |
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 | $23,550 | $48,064-51.0% | $78,778-70.1% | $69,631-66.2% |
| Participation rate | 90.0% | 61.6%+28.4pp | 69.2%+20.8pp | 70.7%+19.3pp |
| Annual return | 15.80% | 21.81%-6.0pp | 35.62%-19.8pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $232 | $744-68.8% | $1,986-88.3% | $2,032-88.6% |
| Participant deferral / active EE | $2,321 | $2,079+11.6% | $2,958-21.5% | $3,224-28.0% |
| Admin fee / account holder | $125 | $152-17.7% | $5,134-97.6% | $110+13.3% |