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 INC4+ years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $39,981 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,812 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,244 | $130,194-27.6% | $169,993-44.6% | $71,457+31.9% |
| Participation rate | 98.3% | 86.1%+12.1pp | 87.0%+11.3pp | 67.9%+30.4pp |
| Annual return | 19.06% | 20.37%-1.3pp | 53.37%-34.3pp | 28.85%-9.8pp |
| Employer contribution / active EE | $6,428 | $4,381+46.7% | $6,785-5.3% | $2,588+148.4% |
| Participant deferral / active EE | $7,598 | $6,923+9.8% | $10,408-27.0% | $4,289+77.2% |
| Admin fee / account holder | $248 | $966-74.4% | $12,815-98.1% | $1,587-84.4% |