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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,373 |
INDEPENDENT FINANCIAL GROUP LLC6+ years Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $13,947 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,617 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $3,243 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,058 | $73,638-72.8% | $95,952-79.1% | $73,488-72.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 9.27% | 16.78%-7.5pp | 91.61%-82.3pp | 28.51%-19.2pp |
| Employer contribution / active EE | $1,260 | $1,863-32.4% | $2,541-50.4% | $2,270-44.5% |
| Participant deferral / active EE | $1,498 | $3,617-58.6% | $4,167-64.0% | $3,740-59.9% |
| Admin fee / account holder | $223 | $482-53.7% | $6,795-96.7% | $513-56.5% |