See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $86,462 |
Filed as: IFP ADVISORS LLC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $48,216 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,431 | $65,908-52.3% | $81,812-61.6% | $77,643-59.5% |
| Participation rate | 89.9% | 65.8%+24.1pp | 72.3%+17.6pp | 70.6%+19.3pp |
| Annual return | 15.58% | 26.64%-11.1pp | 773.79%-758.2pp | 31.24%-15.7pp |
| Employer contribution / active EE | $2,098 | $2,370-11.5% | $2,912-28.0% | $2,726-23.0% |
| Participant deferral / active EE | $5,187 | $3,505+48.0% | $4,319+20.1% | $4,647+11.6% |
| Admin fee / account holder | $223 | $526-57.7% | $7,386-97.0% | $430-48.3% |