See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC3+ years Service code 55 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Other Commissions | $8,073 |
TRIAD ADVISORS INC1 year Service code 55 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Other Commissions | $2,688 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,578 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,628 | $89,739+21.0% | $149,718-27.4% | $62,292+74.4% |
| Participation rate | 2.8% | 85.1%-82.3pp | 87.1%-84.2pp | 69.5%-66.7pp |
| Annual return | 15.04% | 21.01%-6.0pp | 1501.63%-1486.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,107 | $4,797-76.9% | $6,569-83.1% | $3,169-65.1% |
| Admin fee / account holder | $37 | $551-93.3% | $11,283-99.7% | $479-92.3% |