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 LLC6+ years Filed as: INDEPENDENT FINANCIAL GROUP INC Service code 27 7425 MISSION VALLEY RD STE 203 · SAN DIEGO, CA 92108 | Advisory (Plan) | $39,367 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,559 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,198 | $73,638+14.3% | $95,952-12.2% | $73,488+14.6% |
| Participation rate | 80.1% | 76.2%+4.0pp | 77.1%+3.1pp | 70.7%+9.5pp |
| Annual return | 15.30% | 16.78%-1.5pp | 91.61%-76.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $962 | $1,863-48.4% | $2,541-62.1% | $2,270-57.6% |
| Participant deferral / active EE | $4,039 | $3,617+11.7% | $4,167-3.1% | $3,740+8.0% |
| Admin fee / account holder | $294 | $482-39.0% | $6,795-95.7% | $513-42.7% |