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 LLC8+ years Filed as: INDEPENDENT FINANCIAL GROUP Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $25,637 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,250 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $10,000 |
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 | $28,650 | $47,126-39.2% | $149,673-80.9% | $74,419-61.5% |
| Participation rate | 54.5% | 63.4%-8.8pp | 78.8%-24.2pp | 70.7%-16.2pp |
| Annual return | 11.58% | 22.75%-11.2pp | 134.42%-122.8pp | 34.38%-22.8pp |
| Employer contribution / active EE | $638 | $1,905-66.5% | $4,818-86.8% | $2,637-75.8% |
| Participant deferral / active EE | $1,637 | $2,728-40.0% | $5,680-71.2% | $4,528-63.9% |
| Admin fee / account holder | $152 | $343-55.6% | $13,210-98.8% | $348-56.2% |