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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $112,547 |
Filed as: IFP ADVISORS, INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $43,497 |
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 | $42,837 | $78,419-45.4% | $133,956-68.0% | $73,409-41.6% |
| Participation rate | 93.3% | 78.6%+14.7pp | 79.8%+13.5pp | 72.2%+21.1pp |
| Annual return | 22.14% | 33.35%-11.2pp | 45.09%-23.0pp | 59.29%-37.2pp |
| Employer contribution / active EE | $1,539 | $2,044-24.7% | $3,919-60.7% | $2,234-31.1% |
| Participant deferral / active EE | $3,359 | $3,925-14.4% | $5,048-33.5% | $3,805-11.7% |
| Admin fee / account holder | $185 | $161+14.4% | $8,927-97.9% | $158+16.9% |