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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,608 |
Filed as: IFP INSURANCE GROUP, LLC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $37,115 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,173 | $122,239+8.9% | $184,200-27.7% | $74,546+78.6% |
| Participation rate | 97.1% | 85.5%+11.6pp | 86.8%+10.3pp | 67.2%+29.9pp |
| Annual return | 7.17% | 19.95%-12.8pp | 28.80%-21.6pp | 1366.03%-1358.9pp |
| Employer contribution / active EE | $4,739 | $4,537+4.4% | $6,424-26.2% | $2,624+80.6% |
| Participant deferral / active EE | $7,277 | $7,139+1.9% | $9,132-20.3% | $4,347+67.4% |
| Admin fee / account holder | $220 | $1,260-82.5% | $13,907-98.4% | $1,944-88.7% |