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 | $96,484+31.2% | $156,263-19.0% | $74,304+70.4% |
| Participation rate | 97.4% | 67.7%+29.8pp | 78.9%+18.5pp | 60.3%+37.1pp |
| Annual return | 15.90% | 17.73%-1.8pp | 59.47%-43.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $4,311 | $2,528+70.5% | $4,333-0.5% | $2,241+92.3% |
| Participant deferral / active EE | $9,652 | $4,286+125.2% | $6,158+56.7% | $3,767+156.2% |
| Admin fee / account holder | $441 | $3,728-88.2% | $14,255-96.9% | $2,969-85.2% |