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 |
|---|---|---|
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 12671 HIGH BLUFF DRIVE, STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $13,800 |
MATRIX TRUST COMPANY8 years Service code 19 · EIN 51-0099033 | Securities Custodian | $12,095 |
ALPINE SUMMIT CPAS2 years Service code 10 1810 E SCHNEIDMILLER AVE STE 310 · POST FALLS, ID 83854 | Accounting | $11,750 |
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 | $5,853 | $65,908-91.1% | $81,812-92.8% | $77,643-92.5% |
| Participation rate | 92.4% | 65.8%+26.6pp | 72.3%+20.0pp | 70.6%+21.8pp |
| Annual return | 13.53% | 26.64%-13.1pp | 773.79%-760.3pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,782 | $2,370-24.8% | $2,912-38.8% | $2,726-34.6% |
| Participant deferral / active EE | $1,408 | $3,505-59.8% | $4,319-67.4% | $4,647-69.7% |
| Admin fee / account holder | $13 | $526-97.6% | $7,386-99.8% | $430-97.1% |