See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $42,718 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,466 |
INDEPENDENT FINANCIAL GROUP LLC7+ years Filed as: INDEPENDENT FINANCIAL GROUP INC Service code 99 7425 MISSION VALLEY RD STE 203 · SAN DIEGO, CA 92108 | Other Fees | $3,601 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,786 | $84,936+2.2% | $111,297-22.0% | $79,386+9.3% |
| Participation rate | 81.3% | 75.9%+5.4pp | 77.3%+4.0pp | 70.7%+10.6pp |
| Annual return | 16.12% | 17.45%-1.3pp | 54.65%-38.5pp | 116.85%-100.7pp |
| Employer contribution / active EE | $848 | $1,979-57.1% | $2,731-68.9% | $2,427-65.1% |
| Participant deferral / active EE | $3,643 | $3,888-6.3% | $4,487-18.8% | $4,046-9.9% |
| Admin fee / account holder | $310 | $537-42.3% | $7,964-96.1% | $626-50.5% |