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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,023 |
IMA WEALTH INC5 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $31,500 |
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 | $84,096 | $66,098+27.2% | $101,794-17.4% | $74,304+13.2% |
| Participation rate | 96.7% | 53.8%+43.0pp | 69.2%+27.5pp | 60.3%+36.4pp |
| Annual return | 14.42% | 19.59%-5.2pp | 30.53%-16.1pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,745 | $1,082+61.4% | $2,289-23.8% | $2,241-22.1% |
| Participant deferral / active EE | $5,653 | $2,781+103.3% | $4,084+38.4% | $3,767+50.1% |
| Admin fee / account holder | $214 | $4,146-94.8% | $8,777-97.6% | $2,969-92.8% |