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 |
|---|---|---|
Filed as: IFP ADVISORS INC Service code 27 3030 N ROCKY POINT DR W · TAMPA, FL 33607 | Advisory (Plan) | $52,829 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $33,533 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS LLC Service code 13 PO BOX 241267 · ST PAUL, MN 55124 | Contract Administrator | $13,492 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,687 | $91,372-4.0% | $129,995-32.5% | $74,419+17.8% |
| Participation rate | 73.3% | 77.8%-4.5pp | 78.5%-5.2pp | 70.7%+2.5pp |
| Annual return | 16.91% | 23.21%-6.3pp | -137.18%+154.1pp | 34.38%-17.5pp |
| Employer contribution / active EE | $3,582 | $2,563+39.7% | $4,320-17.1% | $2,637+35.8% |
| Participant deferral / active EE | $3,006 | $4,721-36.3% | $5,820-48.3% | $4,528-33.6% |
| Admin fee / account holder | $189 | $283-33.5% | $10,614-98.2% | $348-45.8% |