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 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $12,045 |
MMA SECURITIES LLC4 years Filed as: MARSH SALDANA INC Service code 99 # 48 RD KM 1.2 · GUAYNABO, PR 00968 | Other Fees | $5,941 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $3,713 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,787 | $54,590-41.8% | $81,930-61.2% | $73,488-56.7% |
| Participation rate | 98.2% | 68.3%+29.9pp | 72.0%+26.2pp | 70.7%+27.5pp |
| Annual return | 14.69% | 17.74%-3.0pp | 29.49%-14.8pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,160 | $1,636-29.1% | $4,310-73.1% | $2,270-48.9% |
| Participant deferral / active EE | $2,283 | $2,759-17.2% | $7,107-67.9% | $3,740-38.9% |
| Admin fee / account holder | $72 | $592-87.9% | $5,158-98.6% | $513-86.0% |