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 5-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 |
|---|---|---|
Filed as: INSTITUTIONAL AND FAMILY ASSET MGMT Service code 26 · EIN 47-2600132 | Advisory (Participants) | $14,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,941 | $64,119-20.6% | $112,228-54.6% | $66,914-23.9% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.1%-41.7pp | 69.8%-36.5pp |
| Annual return | -15.68% | -13.81%-1.9pp | 27.45%-43.1pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,118 | $3,005-62.8% | $3,635-69.3% | $2,544-56.1% |
| Participant deferral / active EE | $2,115 | $3,693-42.7% | $4,728-55.3% | $4,237-50.1% |
| Admin fee / account holder | $426 | $625-31.8% | $6,410-93.3% | $593-28.1% |