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 LLC9+ years Filed as: INDEPENDENT FINANCIAL GROUP Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $28,863 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,449 |
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 | $31,015 | $50,815-39.0% | $155,509-80.1% | $77,643-60.1% |
| Participation rate | 56.7% | 63.1%-6.4pp | 78.2%-21.5pp | 70.6%-13.9pp |
| Annual return | 9.19% | 34.80%-25.6pp | 64.67%-55.5pp | 31.24%-22.0pp |
| Employer contribution / active EE | $613 | $1,993-69.2% | $4,672-86.9% | $2,726-77.5% |
| Participant deferral / active EE | $1,874 | $2,822-33.6% | $5,626-66.7% | $4,647-59.7% |
| Admin fee / account holder | $171 | $437-60.8% | $15,912-98.9% | $430-60.3% |