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 99 · EIN 59-3331424 3030 N. ROCKY POINT DRIVE WEST · TAMPA, FL 33607 | Other Fees | $17,636 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 99 · EIN 43-1451524 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Other Fees | $8,822 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,271 | $100,801-42.2% | $149,696-61.1% | $73,409-20.6% |
| Participation rate | 92.3% | 77.7%+14.6pp | 82.5%+9.8pp | 72.2%+20.1pp |
| Annual return | 15.21% | 265.34%-250.1pp | 276.60%-261.4pp | 59.29%-44.1pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,415 | $6,404-15.4% | $6,842-20.9% | $3,805+42.3% |
| Admin fee / account holder | $326 | $181+80.3% | $9,309-96.5% | $158+106.5% |