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 7-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 |
|---|---|---|
IFG ADVISORY1 year Service code 99 · EIN 46-3235230 | Other Fees | $26,916 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $12,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,418 | $74,888-72.7% | $71,209-71.3% | $142,382-85.7% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 17.39% | 345.14%-327.7pp | 282.51%-265.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $7,979 | $2,854+179.5% | $2,721+193.2% | $4,299+85.6% |
| Participant deferral / active EE | $19,163 | $4,454+330.2% | $4,175+359.0% | $6,507+194.5% |
| Admin fee / account holder | $80 | $5,568-98.6% | $5,349-98.5% | $12,624-99.4% |