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 Service code 26 · EIN 71-0927304 12671 HIGH BLUFF DRIVE, STE 200 · SAN DIEGO, CA 92130 | Advisory (Participants) | $87,644 |
NWPS4 years Filed as: NWPS, INC. Service code 13 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98101 | Contract Administrator | $67,472 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $28,495 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,659 | $50,815+216.2% | $155,509+3.3% | $77,643+106.9% |
| Participation rate | 95.9% | 63.1%+32.8pp | 78.2%+17.7pp | 70.6%+25.3pp |
| Annual return | 16.83% | 34.80%-18.0pp | 64.67%-47.8pp | 31.24%-14.4pp |
| Employer contribution / active EE | $5,830 | $1,993+192.6% | $4,672+24.8% | $2,726+113.9% |
| Participant deferral / active EE | $6,524 | $2,822+131.2% | $5,626+16.0% | $4,647+40.4% |
| Admin fee / account holder | $271 | $437-37.9% | $15,912-98.3% | $430-37.0% |