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 LLC7+ years Filed as: INDEPENDENT FINANCIAL GROUP Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $27,197 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,702 | $46,292-46.6% | $143,757-82.8% | $64,808-61.9% |
| Participation rate | 56.4% | 64.2%-7.8pp | 80.3%-23.9pp | 71.5%-15.1pp |
| Annual return | -9.62% | -10.05%+0.4pp | -0.04%-9.6pp | 32.82%-42.4pp |
| Employer contribution / active EE | $639 | $1,910-66.6% | $4,951-87.1% | $2,506-74.5% |
| Participant deferral / active EE | $1,681 | $2,646-36.5% | $5,637-70.2% | $4,310-61.0% |
| Admin fee / account holder | $120 | $154-22.2% | $14,673-99.2% | $188-36.3% |