See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $175,405 |
IFAM CAPITAL3 years Service code 27 · EIN 47-2600132 | Advisory (Plan) | $41,777 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,293 | $50,574-67.8% | $169,368-90.4% | $80,160-79.7% |
| Participation rate | 95.9% | 67.8%+28.1pp | 77.1%+18.8pp | 72.9%+23.0pp |
| Annual return | 25.56% | 22.92%+2.6pp | 405.60%-380.0pp | 40.38%-14.8pp |
| Employer contribution / active EE | $1,651 | $1,693-2.5% | $4,013-58.9% | $2,978-44.6% |
| Participant deferral / active EE | $4,574 | $4,164+9.8% | $6,221-26.5% | $5,017-8.8% |
| Admin fee / account holder | $80 | $107-25.1% | $9,003-99.1% | $145-44.8% |