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 |
|---|---|---|
IFG ADVISORY1 year Filed as: IFG ADVISORY LLC Service code 99 · EIN 46-3235230 | Other Fees | $10,691 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,924 | $54,590+13.4% | $81,930-24.4% | $73,488-15.7% |
| Participation rate | 60.2% | 68.3%-8.2pp | 72.0%-11.8pp | 70.7%-10.5pp |
| Annual return | 16.41% | 17.74%-1.3pp | 29.49%-13.1pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,043 | $1,636-36.2% | $4,310-75.8% | $2,270-54.0% |
| Participant deferral / active EE | $1,901 | $2,759-31.1% | $7,107-73.3% | $3,740-49.2% |
| Admin fee / account holder | $238 | $592-59.8% | $5,158-95.4% | $513-53.6% |