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) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,673 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,508 | $71,142+41.3% | $119,609-16.0% | $64,808+55.1% |
| Participation rate | 98.3% | 78.6%+19.7pp | 79.3%+19.1pp | 71.5%+26.9pp |
| Annual return | -15.91% | -10.01%-5.9pp | -14.97%-0.9pp | 32.82%-48.7pp |
| Employer contribution / active EE | $5,289 | $2,497+111.8% | $4,232+25.0% | $2,506+111.1% |
| Participant deferral / active EE | $5,033 | $4,490+12.1% | $5,602-10.2% | $4,310+16.8% |
| Admin fee / account holder | $199 | $162+22.4% | $10,323-98.1% | $188+5.7% |