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 26 · EIN 59-3331464 3030 N. ROCKY POINT DR. W. · TAMPA, FL 33607 | Advisory (Participants) | $6,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,322 | $54,350-57.1% | $82,719-71.8% | $68,494-66.0% |
| Participation rate | 39.2% | 63.9%-24.7pp | 72.6%-33.4pp | 67.9%-28.7pp |
| Annual return | -17.55% | -13.67%-3.9pp | 701.18%-718.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $824 | $2,218-62.9% | $3,009-72.6% | $2,596-68.3% |
| Participant deferral / active EE | $2,438 | $3,246-24.9% | $4,395-44.5% | $4,027-39.5% |
| Admin fee / account holder | $309 | $4,395-93.0% | $5,329-94.2% | $5,403-94.3% |