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 22 | Insurance Broker | $2,490 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 6400 C. STREET SW · CEDAR RAPIDS, IA 52499 | Recordkeeping | $200 |
Filed as: INDEPENDENT FINALCIAL GROUP Service code 22 · EIN 03-0491379 12671 HIGH BLUFF DR. STE. 200 · SAN DIEGO, CA 921303018 | Insurance Broker | $0 |
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 | $126,431 | $69,362+82.3% | $101,248+24.9% | $73,488+72.0% |
| Participation rate | 72.5% | 68.4%+4.1pp | 75.8%-3.3pp | 70.7%+1.8pp |
| Annual return | 22.93% | 18.46%+4.5pp | 46.47%-23.5pp | 28.51%-5.6pp |
| Employer contribution / active EE | $8,893 | $2,628+238.4% | $3,660+143.0% | $2,270+291.8% |
| Participant deferral / active EE | $5,206 | $3,300+57.8% | $4,370+19.1% | $3,740+39.2% |
| Admin fee / account holder | $37 | $704-94.7% | $5,945-99.4% | $513-92.7% |