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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $44,481 |
IMA WEALTH INC1 year Filed as: IMA WEALTH INC -000 Service code 55 430 E DOUGLAS AVE STE 400 · WICHITA, KS 67202 | Other Commissions | $18,147 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,501 | $99,985-41.5% | $146,665-60.1% | $85,850-31.9% |
| Participation rate | 98.4% | 73.1%+25.4pp | 80.1%+18.3pp | 69.3%+29.1pp |
| Annual return | 9.66% | 18.93%-9.3pp | 22.74%-13.1pp | 318.53%-308.9pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,152 | $4,006+28.6% | $5,506-6.4% | $3,952+30.4% |
| Admin fee / account holder | $420 | $7,702-94.6% | $10,280-95.9% | $6,260-93.3% |