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 GROUP LLC5+ years Filed as: INDEPENDENT FINANCIAL GROUP INC Service code 27 7425 MISSION VALLEY RD STE 203 · SAN DIEGO, CA 92108 | Advisory (Plan) | $38,343 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,059 |
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 | $70,584 | $65,376+8.0% | $87,100-19.0% | $65,185+8.3% |
| Participation rate | 79.3% | 75.3%+4.0pp | 76.9%+2.4pp | 70.2%+9.1pp |
| Annual return | 20.40% | 31.27%-10.9pp | 28.19%-7.8pp | 29.38%-9.0pp |
| Employer contribution / active EE | $836 | $1,822-54.1% | $2,521-66.9% | $2,177-61.6% |
| Participant deferral / active EE | $3,446 | $3,388+1.7% | $4,049-14.9% | $3,514-1.9% |
| Admin fee / account holder | $260 | $520-49.9% | $7,497-96.5% | $847-69.3% |