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) | $84,088 |
NWPS2 years Filed as: NWPS, INC. Service code 13 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98101 | Contract Administrator | $46,764 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $26,300 |
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 | $114,396 | $46,292+147.1% | $143,757-20.4% | $64,808+76.5% |
| Participation rate | 94.3% | 64.2%+30.1pp | 80.3%+14.0pp | 71.5%+22.8pp |
| Annual return | -16.60% | -10.05%-6.5pp | -0.04%-16.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $5,822 | $1,910+204.9% | $4,951+17.6% | $2,506+132.3% |
| Participant deferral / active EE | $5,996 | $2,646+126.6% | $5,637+6.4% | $4,310+39.1% |
| Admin fee / account holder | $231 | $154+50.3% | $14,673-98.4% | $188+23.1% |