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) | $32,580 |
IMA WEALTH INC3 years Filed as: IMA WEALTH INC -000 Service code 55 430 E DOUGLAS AVE STE 400 · WICHITA, KS 67202 | Other Commissions | $12,910 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,791 | $91,538-50.0% | $129,995-64.8% | $75,163-39.1% |
| Participation rate | 98.8% | 71.4%+27.4pp | 78.5%+20.3pp | 67.2%+31.6pp |
| Annual return | 15.88% | -631.11%+647.0pp | -137.18%+153.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,399 | $2,845-15.7% | $4,320-44.5% | $2,670-10.2% |
| Participant deferral / active EE | $5,386 | $4,341+24.1% | $5,820-7.5% | $4,125+30.6% |
| Admin fee / account holder | $237 | $6,790-96.5% | $10,614-97.8% | $5,651-95.8% |