Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: IFP ADVISORS LLC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $39,184 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,947 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,001 | $52,188-29.1% | $86,640-57.3% | $74,460-50.3% |
| Participation rate | 92.2% | 66.3%+25.9pp | 71.7%+20.5pp | 70.7%+21.4pp |
| Annual return | 20.18% | 44.46%-24.3pp | 592.52%-572.3pp | 34.38%-14.2pp |
| Employer contribution / active EE | $2,713 | $2,282+18.9% | $3,024-10.3% | $2,638+2.8% |
| Participant deferral / active EE | $6,852 | $3,383+102.6% | $4,438+54.4% | $4,530+51.3% |
| Admin fee / account holder | $135 | $319-57.7% | $5,616-97.6% | $348-61.3% |