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) | $15,780 |
MMA SECURITIES LLC8 years Filed as: MARSH SALDANA INC Service code 99 # 48 RD KM 1.2 · GUAYNABO, PR 00968 | Other Fees | $10,520 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $6,575 |
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 | $44,199 | $62,127-28.9% | $81,382-45.7% | $74,495-40.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 12.73% | 16.48%-3.8pp | 24.73%-12.0pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,266 | $1,882-32.7% | $2,463-48.6% | $2,623-51.7% |
| Participant deferral / active EE | $2,820 | $3,229-12.7% | $3,883-27.4% | $4,346-35.1% |
| Admin fee / account holder | $1 | $1,934-99.9% | $5,768-100.0% | $1,942-99.9% |