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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,204 |
INDEPENDENT FINANCIAL GROUP LLC4+ years Filed as: INDEPENDENT FINANCIAL GROUP INC Service code 27 7425 MISSION VALLEY RD STE 203 · SAN DIEGO, CA 92108 | Advisory (Plan) | $37,206 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,463 | $59,186+2.2% | $76,768-21.2% | $56,287+7.4% |
| Participation rate | 80.5% | 75.2%+5.3pp | 77.0%+3.5pp | 69.9%+10.6pp |
| Annual return | -5.87% | 6.62%-12.5pp | 2.43%-8.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $871 | $1,759-50.5% | $2,485-65.0% | $2,111-58.8% |
| Participant deferral / active EE | $3,370 | $3,255+3.5% | $3,852-12.5% | $3,350+0.6% |
| Admin fee / account holder | $487 | $489-0.4% | $6,675-92.7% | $521-6.5% |