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 CAPITAL2 years Service code 26 · EIN 47-2600132 | Advisory (Participants) | $12,789 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,555 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,683 | $59,535+42.2% | $90,160-6.1% | $62,292+35.9% |
| Participation rate | 97.9% | 73.0%+24.9pp | 76.9%+21.0pp | 69.5%+28.4pp |
| Annual return | 13.47% | 23.53%-10.1pp | 34.88%-21.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | $808 | $1,826-55.8% | $3,318-75.7% | $2,042-60.5% |
| Participant deferral / active EE | $3,968 | $4,639-14.4% | $5,288-24.9% | $3,169+25.2% |
| Admin fee / account holder | $60 | $337-82.2% | $5,943-99.0% | $479-87.5% |