See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC5+ years Filed as: INDEPENDENT FINANCIAL GROUP Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $22,991 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $9,195 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,657 | $52,293-52.8% | $178,490-86.2% | $73,409-66.4% |
| Participation rate | 57.7% | 65.3%-7.6pp | 81.9%-24.2pp | 72.2%-14.5pp |
| Annual return | 7.53% | 34.75%-27.2pp | 151.07%-143.5pp | 59.29%-51.8pp |
| Employer contribution / active EE | $536 | $1,735-69.1% | $5,011-89.3% | $2,234-76.0% |
| Participant deferral / active EE | $1,470 | $2,332-37.0% | $5,202-71.7% | $3,805-61.4% |
| Admin fee / account holder | $100 | $127-21.6% | $13,984-99.3% | $158-36.8% |