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) | $55,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,303 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,740 | $89,436+31.6% | $164,813-28.6% | $77,643+51.6% |
| Participation rate | 90.5% | 78.6%+11.9pp | 78.6%+11.9pp | 70.6%+19.9pp |
| Annual return | 13.90% | 28.83%-14.9pp | 69.93%-56.0pp | 31.24%-17.3pp |
| Employer contribution / active EE | $3,844 | $2,569+49.6% | $4,341-11.5% | $2,726+41.0% |
| Participant deferral / active EE | $4,637 | $4,897-5.3% | $6,031-23.1% | $4,647-0.2% |
| Admin fee / account holder | $212 | $339-37.4% | $12,690-98.3% | $430-50.6% |