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 |
|---|---|---|
INDEPENDENCE BANK1 year Filed as: INDEPENDENCE FINANCIAL GROUP LLC Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $9,473 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CT 80111 | Recordkeeping Fees | $5,765 |
Filed as: PENSION ADMINISTRATORS GRIUP INC. Service code 13 · EIN 66-0523704 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $1,691 |
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 | $41,026 | $95,416-57.0% | $185,823-77.9% | $85,850-52.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.58% | 23.59%-11.0pp | 122.05%-109.5pp | 318.53%-305.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,189 | $3,423-65.3% | $5,568-78.6% | $3,952-69.9% |
| Admin fee / account holder | $273 | $7,213-96.2% | $16,237-98.3% | $6,260-95.6% |