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 37 · EIN 04-2647786 | Loan Processing | $126,758 |
IFAM CAPITAL2 years Service code 27 · EIN 47-2600132 | Advisory (Plan) | $29,883 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,472 | $42,504-75.4% | $159,960-93.5% | $77,904-86.6% |
| Participation rate | 96.1% | 66.9%+29.2pp | 78.0%+18.1pp | 73.7%+22.4pp |
| Annual return | -13.40% | -12.43%-1.0pp | 408.60%-422.0pp | 12.21%-25.6pp |
| Employer contribution / active EE | $1,086 | $1,684-35.5% | $4,226-74.3% | $2,848-61.8% |
| Participant deferral / active EE | $3,307 | $3,919-15.6% | $6,182-46.5% | $4,806-31.2% |
| Admin fee / account holder | $58 | $98-40.1% | $8,698-99.3% | $133-55.9% |