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, INC. Service code 15 · EIN 59-3331424 3030 N ROCKY POINT DR W · TAMPA, FL 33607 | Recordkeeping | $19,103 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,756 | $76,670-56.0% | $96,683-65.1% | $71,457-52.8% |
| Participation rate | 51.4% | 66.6%-15.1pp | 74.3%-22.9pp | 67.9%-16.5pp |
| Annual return | 19.28% | 48.29%-29.0pp | 35.69%-16.4pp | 28.85%-9.6pp |
| Employer contribution / active EE | $1,364 | $3,031-55.0% | $3,737-63.5% | $2,588-47.3% |
| Participant deferral / active EE | $2,534 | $3,771-32.8% | $4,878-48.0% | $4,289-40.9% |
| Admin fee / account holder | $230 | $2,028-88.6% | $6,730-96.6% | $1,587-85.5% |