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 26 · EIN 83-0951655 3030 N ROCKY POINT DR W · TAMPA, FL 33607 | Advisory (Participants) | $25,602 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,568 |
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 | $40,544 | $80,724-49.8% | $103,333-60.8% | $74,495-45.6% |
| Participation rate | 50.6% | 65.7%-15.0pp | 74.5%-23.9pp | 67.2%-16.6pp |
| Annual return | 15.21% | 27.56%-12.3pp | 24.88%-9.7pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,405 | $3,157-55.5% | $3,868-63.7% | $2,623-46.4% |
| Participant deferral / active EE | $2,735 | $3,860-29.1% | $5,057-45.9% | $4,346-37.1% |
| Admin fee / account holder | $279 | $2,368-88.2% | $8,355-96.7% | $1,942-85.6% |