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 INC2+ years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $39,989 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,272 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,128 | $121,341-15.0% | $189,513-45.6% | $79,386+29.9% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.8%+9.4pp | 70.7%+26.5pp |
| Annual return | 16.36% | 21.08%-4.7pp | 555.15%-538.8pp | 116.85%-100.5pp |
| Employer contribution / active EE | $6,039 | $3,915+54.3% | $6,162-2.0% | $2,427+148.8% |
| Participant deferral / active EE | $6,836 | $6,395+6.9% | $8,221-16.9% | $4,046+69.0% |
| Admin fee / account holder | $259 | $651-60.3% | $12,045-97.9% | $626-58.7% |