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 |
|---|---|---|
ALPINE SUMMIT CPAS1 year Service code 10 1810 E SCHNEIDMILLER AVE STE 310 · POST FALLS, ID 83854 | Accounting | $22,350 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 12671 HIGH BLUFF DRIVE, STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $13,726 |
MATRIX TRUST COMPANY7 years Service code 19 · EIN 51-0099033 | Securities Custodian | $10,385 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,483 | $52,208-89.5% | $86,612-93.7% | $74,419-92.6% |
| Participation rate | 99.4% | 66.3%+33.0pp | 71.7%+27.7pp | 70.7%+28.6pp |
| Annual return | 16.01% | 44.46%-28.5pp | 591.07%-575.1pp | 34.38%-18.4pp |
| Employer contribution / active EE | $1,838 | $2,282-19.5% | $3,022-39.2% | $2,637-30.3% |
| Participant deferral / active EE | $1,388 | $3,383-59.0% | $4,438-68.7% | $4,528-69.4% |
| Admin fee / account holder | $16 | $319-94.8% | $5,614-99.7% | $348-95.3% |