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 |
|---|---|---|
IMA WEALTH INC2 years Filed as: IMA ADVISORY SERVICES, INC. Service code 27 · EIN 48-1233289 | Advisory (Plan) | $134,826 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $123,728 |
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 | $126,583 | $91,760+38.0% | $156,181-19.0% | $67,986+86.2% |
| Participation rate | 97.4% | 65.0%+32.4pp | 78.8%+18.6pp | 57.2%+40.2pp |
| Annual return | 15.90% | 18.14%-2.2pp | 64.87%-49.0pp | 31.67%-15.8pp |
| Employer contribution / active EE | $4,311 | $2,419+78.2% | $4,294+0.4% | $2,019+113.5% |
| Participant deferral / active EE | $9,652 | $3,960+143.7% | $6,132+57.4% | $3,358+187.4% |
| Admin fee / account holder | $441 | $3,949-88.8% | $14,586-97.0% | $3,203-86.2% |