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 Filed as: IMA WEALTH Service code 17 · EIN 48-1233289 8200 E. 32ND STREET, SUITE 100 · WICHITA, KS 67226 | Pension Consulting | $21,527 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN RD. · DRESHER, PA 19025 | Recordkeeping | $14,652 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,874 | $33,067+102.2% | $76,523-12.6% | $56,287+18.8% |
| Participation rate | 34.9% | 55.4%-20.5pp | 68.0%-33.1pp | 69.9%-34.9pp |
| Annual return | -4.90% | 2.72%-7.6pp | -0.27%-4.6pp | -9.96%+5.1pp |
| Employer contribution / active EE | $597 | $1,200-50.2% | $2,647-77.4% | $2,111-71.7% |
| Participant deferral / active EE | $4,435 | $2,240+98.0% | $3,835+15.6% | $3,350+32.4% |
| Admin fee / account holder | $231 | $537-56.9% | $4,848-95.2% | $521-55.6% |