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 26 3030 N. ROCKY POINT DRIVE W SUITE 7 · TAMPA, FL 33607 | Advisory (Participants) | $21,903 |
INNOVATIVE PENSION2 years Service code 12 · EIN 33-0166640 12975 BROOKPRINTER PLACE, SUITE 200 · POWAY, CA 92064 | Participant loan processing; Other in... | $12,516 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $5,525 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,896 | $62,267-60.0% | $110,238-77.4% | $55,725-55.3% |
| Participation rate | 87.0% | 78.1%+8.9pp | 79.8%+7.2pp | 70.9%+16.1pp |
| Annual return | -6.04% | -1.07%-5.0pp | 314.74%-320.8pp | 244.93%-251.0pp |
| Employer contribution / active EE | $2,987 | $1,941+53.8% | $3,826-21.9% | $2,078+43.7% |
| Participant deferral / active EE | $1,333 | $3,516-62.1% | $4,672-71.5% | $3,356-60.3% |
| Admin fee / account holder | $47 | $121-61.1% | $8,547-99.5% | $115-59.2% |