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) | $12,544 |
MMA SECURITIES LLC6 years Filed as: MARSH SALDANA INC Service code 99 # 48 RD KM 1.2 · GUAYNABO, PR 00968 | Other Fees | $8,362 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $5,226 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,242 | $50,199-31.8% | $70,092-51.1% | $66,914-48.8% |
| Participation rate | 98.2% | 66.3%+31.9pp | 70.5%+27.7pp | 69.8%+28.4pp |
| Annual return | -13.63% | -13.85%+0.2pp | 190.73%-204.4pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,183 | $1,864-36.5% | $2,559-53.8% | $2,544-53.5% |
| Participant deferral / active EE | $2,429 | $3,112-22.0% | $3,849-36.9% | $4,237-42.7% |
| Admin fee / account holder | $1 | $600-99.8% | $6,267-100.0% | $593-99.8% |