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 |
|---|---|---|
Filed as: IFP ADVISORS, INC. Service code 99 · EIN 59-3331424 | Other Fees | $42,934 |
MORNINGSTAR2+ years Service code 27 | Advisory (Plan) | $2,782 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,309 | $46,423-49.8% | $75,886-69.3% | $67,579-65.5% |
| Participation rate | 60.0% | 63.1%-3.1pp | 69.3%-9.3pp | 71.3%-11.3pp |
| Annual return | 23.27% | 32.29%-9.0pp | 30.76%-7.5pp | 378.56%-355.3pp |
| Employer contribution / active EE | $979 | $1,406-30.4% | $2,500-60.8% | $2,148-54.4% |
| Participant deferral / active EE | $2,458 | $2,564-4.2% | $3,603-31.8% | $3,539-30.6% |
| Admin fee / account holder | $30 | $132-77.1% | $5,418-99.4% | $142-78.8% |