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 9-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 INC3 years Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $41,280 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,387 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $66,069 | $82,274-19.7% | $152,466-56.7% | $79,386-16.8% |
| Participation rate | 78.2% | 76.4%+1.7pp | 78.2%0pp | 70.7%+7.5pp |
| Annual return | 15.91% | 7959.84%-7943.9pp | 757.33%-741.4pp | 116.85%-100.9pp |
| Employer contribution / active EE | $3,579 | $3,613-0.9% | $4,327-17.3% | $2,427+47.4% |
| Participant deferral / active EE | $7,749 | $4,969+55.9% | $5,820+33.1% | $4,046+91.5% |
| Admin fee / account holder | $443 | $632-29.9% | $15,805-97.2% | $626-29.3% |