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 |
|---|---|---|
Filed as: IFP ADVISORS LLC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $59,970 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,753 |
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 | $107,196 | $78,419+36.7% | $133,956-20.0% | $73,409+46.0% |
| Participation rate | 95.1% | 78.6%+16.5pp | 79.8%+15.2pp | 72.2%+22.9pp |
| Annual return | 15.17% | 33.35%-18.2pp | 45.09%-29.9pp | 59.29%-44.1pp |
| Employer contribution / active EE | $2,754 | $2,044+34.7% | $3,919-29.7% | $2,234+23.3% |
| Participant deferral / active EE | $3,698 | $3,925-5.8% | $5,048-26.7% | $3,805-2.8% |
| Admin fee / account holder | $230 | $161+42.7% | $8,927-97.4% | $158+45.8% |