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 | $30,867 |
Filed as: IFP INSURANCE GROUP, LLC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $5,031 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,307 | $89,436-44.9% | $164,813-70.1% | $77,643-36.5% |
| Participation rate | 84.3% | 78.6%+5.7pp | 78.6%+5.7pp | 70.6%+13.7pp |
| Annual return | 14.62% | 28.83%-14.2pp | 69.93%-55.3pp | 31.24%-16.6pp |
| Employer contribution / active EE | $724 | $2,569-71.8% | $4,341-83.3% | $2,726-73.4% |
| Participant deferral / active EE | $4,041 | $4,897-17.5% | $6,031-33.0% | $4,647-13.0% |
| Admin fee / account holder | $291 | $339-14.2% | $12,690-97.7% | $430-32.3% |