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) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,385 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,748 | $52,293-43.1% | $178,490-83.3% | $73,409-59.5% |
| Participation rate | 90.9% | 65.3%+25.5pp | 81.9%+8.9pp | 72.2%+18.7pp |
| Annual return | 15.99% | 34.75%-18.8pp | 151.07%-135.1pp | 59.29%-43.3pp |
| Employer contribution / active EE | $7 | $1,735-99.6% | $5,011-99.9% | $2,234-99.7% |
| Participant deferral / active EE | $4,824 | $2,332+106.9% | $5,202-7.3% | $3,805+26.8% |
| Admin fee / account holder | $23 | $127-81.7% | $13,984-99.8% | $158-85.2% |