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 Service code 27 · EIN 48-1233289 | Advisory (Plan) | $17,500 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,889 |
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 | $91,345 | $55,449+64.7% | $83,848+8.9% | $56,287+62.3% |
| Participation rate | 99.1% | 68.0%+31.1pp | 76.1%+23.0pp | 69.9%+29.3pp |
| Annual return | -6.69% | -1.38%-5.3pp | 850.88%-857.6pp | -9.96%+3.3pp |
| Employer contribution / active EE | $5,369 | $2,430+120.9% | $3,631+47.9% | $2,111+154.3% |
| Participant deferral / active EE | $6,692 | $2,935+128.0% | $4,082+63.9% | $3,350+99.8% |
| Admin fee / account holder | $227 | $656-65.4% | $5,478-95.9% | $521-56.4% |