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) | $50,833 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,210 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,438 | $91,372+22.0% | $129,995-14.3% | $74,419+49.7% |
| Participation rate | 95.9% | 77.8%+18.1pp | 78.5%+17.4pp | 70.7%+25.2pp |
| Annual return | 17.71% | 23.21%-5.5pp | -137.18%+154.9pp | 34.38%-16.7pp |
| Employer contribution / active EE | $4,892 | $2,563+90.8% | $4,320+13.3% | $2,637+85.5% |
| Participant deferral / active EE | $4,938 | $4,721+4.6% | $5,820-15.2% | $4,528+9.1% |
| Admin fee / account holder | $208 | $283-26.7% | $10,614-98.0% | $348-40.3% |