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 |
|---|---|---|
IFAM CAPITAL1 year Service code 26 · EIN 47-2600132 | Advisory (Participants) | $9,110 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,065 |
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 | $70,415 | $51,244+37.4% | $80,975-13.0% | $55,167+27.6% |
| Participation rate | 99.0% | 71.7%+27.3pp | 75.8%+23.2pp | 69.0%+30.0pp |
| Annual return | 7.69% | 17.39%-9.7pp | 17.10%-9.4pp | 169.23%-161.5pp |
| Employer contribution / active EE | $660 | $1,770-62.7% | $3,714-82.2% | $1,963-66.4% |
| Participant deferral / active EE | $4,055 | $4,418-8.2% | $5,696-28.8% | $3,054+32.8% |
| Admin fee / account holder | $52 | $398-86.9% | $5,516-99.1% | $504-89.7% |