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 |
|---|---|---|
IMA WEALTH INC1 year Filed as: IMA ADVISORY SERVICES, INC. Service code 27 · EIN 48-1233289 | Advisory (Plan) | $24,607 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,864 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,287 | $106,028-55.4% | $146,958-67.8% | $77,643-39.1% |
| Participation rate | 54.0% | 78.4%-24.4pp | 82.2%-28.2pp | 70.6%-16.6pp |
| Annual return | 20.26% | 56.73%-36.5pp | 418.34%-398.1pp | 31.24%-11.0pp |
| Employer contribution / active EE | $2,060 | $4,063-49.3% | $4,933-58.2% | $2,726-24.4% |
| Participant deferral / active EE | $3,664 | $7,990-54.1% | $8,070-54.6% | $4,647-21.2% |
| Admin fee / account holder | $141 | $337-58.1% | $12,998-98.9% | $430-67.2% |