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 INC3 years Filed as: IMA WEALTH Service code 27 · EIN 48-1233289 8200 E. 32ND STREET, SUITE 100 · WICHITA, KS 67226 | Advisory (Plan) | $26,720 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $1,860 |
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 | $50,983 | $39,948+27.6% | $89,391-43.0% | $73,409-30.5% |
| Participation rate | 71.9% | 50.4%+21.5pp | 68.0%+3.9pp | 72.2%-0.3pp |
| Annual return | 12.77% | 50.12%-37.4pp | 245.62%-232.8pp | 59.29%-46.5pp |
| Employer contribution / active EE | $463 | $1,200-61.4% | $2,586-82.1% | $2,234-79.3% |
| Participant deferral / active EE | $3,165 | $2,193+44.3% | $3,890-18.6% | $3,805-16.8% |
| Admin fee / account holder | $130 | $134-3.0% | $4,881-97.3% | $158-17.5% |