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 10-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,618 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,178 |
Filed as: IFP ADVISORS Service code 27 · EIN 59-3331424 | Advisory (Plan) | $10,514 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,071 | $86,332-46.6% | $125,175-63.2% | $65,185-29.3% |
| Participation rate | 93.9% | 75.3%+18.6pp | 79.8%+14.1pp | 70.2%+23.7pp |
| Annual return | 24.22% | 27.43%-3.2pp | 43.79%-19.6pp | 29.38%-5.2pp |
| Employer contribution / active EE | $1,024 | $2,040-49.8% | $3,865-73.5% | $2,177-53.0% |
| Participant deferral / active EE | $4,535 | $3,537+28.2% | $4,937-8.1% | $3,514+29.1% |
| Admin fee / account holder | $157 | $609-74.2% | $9,702-98.4% | $847-81.4% |