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) | $13,068 |
MMA SECURITIES LLC7 years Filed as: MARSH SALDANA INC Service code 99 # 48 RD KM 1.2 · GUAYNABO, PR 00968 | Other Fees | $8,712 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $5,445 |
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 | $39,307 | $56,423-30.3% | $77,163-49.1% | $71,457-45.0% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 15.19% | 19.05%-3.9pp | 37.87%-22.7pp | 28.85%-13.7pp |
| Employer contribution / active EE | $1,255 | $1,866-32.8% | $2,535-50.5% | $2,588-51.5% |
| Participant deferral / active EE | $2,576 | $3,142-18.0% | $3,833-32.8% | $4,289-39.9% |
| Admin fee / account holder | $31 | $1,429-97.8% | $5,472-99.4% | $1,587-98.1% |