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 9-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 |
|---|---|---|
Filed as: INDEPENDENT FINL GROUP Service code 27 12671 HIGH BLUFF DR · SAN DIEGO, CA 92130 | Advisory (Plan) | $26,250 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,325 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,602 | $102,382-20.3% | $147,005-44.5% | $80,874+0.9% |
| Participation rate | 84.9% | 75.8%+9.1pp | 82.2%+2.8pp | 67.6%+17.3pp |
| Annual return | 13.76% | 134.89%-121.1pp | 418.76%-405.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $4,105 | $3,715+10.5% | $4,934-16.8% | $2,756+49.0% |
| Participant deferral / active EE | $8,552 | $6,646+28.7% | $8,070+6.0% | $4,297+99.0% |
| Admin fee / account holder | $248 | $7,942-96.9% | $13,006-98.1% | $6,935-96.4% |