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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $103,023 |
Filed as: IFP ADVISORS LLC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $55,739 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,351 | $106,028-24.2% | $146,958-45.3% | $77,643+3.5% |
| Participation rate | 92.4% | 78.4%+14.1pp | 82.2%+10.3pp | 70.6%+21.8pp |
| Annual return | 16.28% | 56.73%-40.5pp | 418.34%-402.1pp | 31.24%-15.0pp |
| Employer contribution / active EE | $2,684 | $4,063-33.9% | $4,933-45.6% | $2,726-1.5% |
| Participant deferral / active EE | $8,563 | $7,990+7.2% | $8,070+6.1% | $4,647+84.3% |
| Admin fee / account holder | $289 | $337-14.3% | $12,998-97.8% | $430-32.8% |