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 | $102,317-20.2% | $146,958-44.5% | $80,856+0.9% |
| Participation rate | 84.9% | 75.8%+9.1pp | 82.2%+2.8pp | 67.6%+17.3pp |
| Annual return | 13.76% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,105 | $3,713+10.5% | $4,933-16.8% | $2,755+49.0% |
| Participant deferral / active EE | $8,552 | $6,644+28.7% | $8,070+6.0% | $4,296+99.1% |
| Admin fee / account holder | $248 | $7,941-96.9% | $12,998-98.1% | $6,918-96.4% |