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 10-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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $40,462 |
IMA WEALTH INC4 years Filed as: IMA WEALTH INC -000 Service code 99 · EIN 48-1233289 | Other Fees | $17,926 |
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 | $56,844 | $101,724-44.1% | $164,813-65.5% | $80,856-29.7% |
| Participation rate | 98.4% | 71.8%+26.6pp | 78.6%+19.8pp | 67.6%+30.8pp |
| Annual return | 16.27% | 16.72%-0.4pp | 69.93%-53.7pp | 35.59%-19.3pp |
| Employer contribution / active EE | $3,227 | $2,953+9.3% | $4,341-25.7% | $2,755+17.2% |
| Participant deferral / active EE | $7,160 | $4,477+59.9% | $6,031+18.7% | $4,296+66.7% |
| Admin fee / account holder | $324 | $8,227-96.1% | $12,690-97.5% | $6,918-95.3% |