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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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) | $32,154 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,456 | $86,944-43.1% | $107,525-54.0% | $74,304-33.4% |
| Participation rate | 49.8% | 59.6%-9.8pp | 75.1%-25.3pp | 60.3%-10.6pp |
| Annual return | 16.13% | 23.52%-7.4pp | 181.32%-165.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,397 | $2,757-49.3% | $3,754-62.8% | $2,241-37.7% |
| Participant deferral / active EE | $2,721 | $3,554-23.4% | $5,116-46.8% | $3,767-27.8% |
| Admin fee / account holder | $336 | $3,727-91.0% | $8,919-96.2% | $2,969-88.7% |