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 |
|---|---|---|
CAMG SOLAMERE MANAGEMENT LLC2+ years Service code 27 · EIN 94-3481430 | Advisory (Plan) | $33,645 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,970 |
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 | $52,766 | $60,545-12.8% | $92,233-42.8% | $69,631-24.2% |
| Participation rate | 51.4% | 72.2%-20.7pp | 76.5%-25.1pp | 70.7%-19.3pp |
| Annual return | 21.27% | 19.71%+1.6pp | 176.28%-155.0pp | 27571.02%-27549.8pp |
| Employer contribution / active EE | $985 | $2,633-62.6% | $3,679-73.2% | $2,032-51.5% |
| Participant deferral / active EE | $3,034 | $2,828+7.3% | $3,897-22.1% | $3,224-5.9% |
| Admin fee / account holder | $174 | $145+19.9% | $5,194-96.7% | $110+57.1% |