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 5-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+ years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $39,990 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,554 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,150 | $136,307-34.6% | $177,821-49.9% | $73,488+21.3% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.7%+11.3pp | 70.7%+28.4pp |
| Annual return | 15.52% | 18.68%-3.2pp | 48.32%-32.8pp | 28.51%-13.0pp |
| Employer contribution / active EE | $5,503 | $3,712+48.2% | $5,918-7.0% | $2,270+142.4% |
| Participant deferral / active EE | $6,210 | $5,829+6.5% | $7,714-19.5% | $3,740+66.1% |
| Admin fee / account holder | $243 | $596-59.2% | $12,427-98.0% | $513-52.6% |