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 INC1 year Service code 55 · EIN 06-1375177 | Other Commissions | $13,905 |
IMA WEALTH INC1 year Filed as: IMA WEALTH INC. Service code 55 | Other Commissions | $13,905 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $380 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,422 | $81,900-47.0% | $119,609-63.7% | $68,494-36.6% |
| Participation rate | 85.9% | 71.9%+14.0pp | 79.3%+6.6pp | 67.9%+18.0pp |
| Annual return | -17.89% | -23.82%+5.9pp | -14.97%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,032 | $2,693-24.5% | $4,232-52.0% | $2,596-21.7% |
| Participant deferral / active EE | $4,727 | $4,148+14.0% | $5,602-15.6% | $4,027+17.4% |
| Admin fee / account holder | $264 | $6,582-96.0% | $10,323-97.4% | $5,403-95.1% |