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 9-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 |
|---|---|---|
Filed as: IFP ADVISORS, INC. Service code 15 3030 N. ROCKY POINT DR. W. · TAMPA, FL 33607 | Recordkeeping | $6,582 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,942 | $63,745-54.6% | $98,442-70.6% | $79,386-63.5% |
| Participation rate | 36.3% | 69.9%-33.6pp | 73.3%-37.1pp | 70.7%-34.4pp |
| Annual return | 15.55% | 625.80%-610.3pp | 1492.73%-1477.2pp | 116.85%-101.3pp |
| Employer contribution / active EE | $624 | $2,557-75.6% | $2,960-78.9% | $2,427-74.3% |
| Participant deferral / active EE | $1,661 | $3,303-49.7% | $4,276-61.2% | $4,046-59.0% |
| Admin fee / account holder | $272 | $516-47.3% | $5,949-95.4% | $626-56.6% |