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 8-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 | $31,073 |
Filed as: IFP INSURANCE GROUP, LLC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $5,941 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,929 | $95,803-40.6% | $113,168-49.7% | $84,808-32.9% |
| Participation rate | 83.7% | 72.9%+10.9pp | 76.6%+7.2pp | 68.3%+15.4pp |
| Annual return | 17.71% | 25.00%-7.3pp | 24.27%-6.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $7,818 | $2,360+231.3% | $2,975+162.8% | $2,631+197.1% |
| Participant deferral / active EE | $16,988 | $4,242+300.5% | $5,107+232.7% | $4,212+303.4% |
| Admin fee / account holder | $234 | $8,989-97.4% | $12,068-98.1% | $7,344-96.8% |