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 LLC10+ years Filed as: INDEPENDENT FINANCIAL GROUP Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $29,446 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,877 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $10,850 |
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 | $31,174 | $50,982-38.9% | $154,803-79.9% | $85,563-63.6% |
| Participation rate | 52.6% | 59.8%-7.2pp | 78.1%-25.5pp | 66.0%-13.4pp |
| Annual return | 10.03% | 30.35%-20.3pp | 58.88%-48.9pp | 31.51%-21.5pp |
| Employer contribution / active EE | $610 | $1,708-64.3% | $4,305-85.8% | $2,654-77.0% |
| Participant deferral / active EE | $1,597 | $2,474-35.4% | $5,540-71.2% | $4,375-63.5% |
| Admin fee / account holder | $176 | $846-79.2% | $14,329-98.8% | $834-78.9% |