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 |
|---|---|---|
Filed as: INDEPENDENT FINANCIAL GROUP Service code 27 12671 HIGH BLUFF DR · SAN DIEGO, CA 92130 | Advisory (Plan) | $19,542 |
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 | $11,803 | $44,473-73.5% | $76,523-84.6% | $55,725-78.8% |
| Participation rate | 73.6% | 51.0%+22.6pp | 68.0%+5.6pp | 70.9%+2.8pp |
| Annual return | 0.12% | -2.01%+2.1pp | -0.27%+0.4pp | 244.93%-244.8pp |
| Employer contribution / active EE | $1,135 | $1,101+3.1% | $2,647-57.1% | $2,078-45.4% |
| Participant deferral / active EE | $2,129 | $1,988+7.1% | $3,835-44.5% | $3,356-36.5% |
| Admin fee / account holder | $2 | $134-98.5% | $4,848-100.0% | $115-98.3% |