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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDEPENDENT FINANCIAL GROUP INC Service code 27 12671 HIGH BLUFF DR STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $4,118 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,608 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $82 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,056 | $55,415-92.7% | $155,509-97.4% | $74,495-94.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 21.33% | 268.50%-247.2pp | 64.67%-43.3pp | 1364.94%-1343.6pp |
| Employer contribution / active EE | $749 | $2,267-66.9% | $4,672-84.0% | $2,623-71.4% |
| Participant deferral / active EE | $2,077 | $2,836-26.8% | $5,626-63.1% | $4,346-52.2% |
| Admin fee / account holder | $56 | $1,738-96.8% | $15,912-99.6% | $1,942-97.1% |