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 Service code 27 · EIN 48-1233289 | Advisory (Plan) | $29,994 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,645 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $146,451 | $69,362+111.1% | $101,248+44.6% | $73,488+99.3% |
| Participation rate | 99.1% | 68.4%+30.7pp | 75.8%+23.3pp | 70.7%+28.4pp |
| Annual return | 15.42% | 18.46%-3.0pp | 46.47%-31.1pp | 28.51%-13.1pp |
| Employer contribution / active EE | $6,126 | $2,628+133.1% | $3,660+67.4% | $2,270+169.9% |
| Participant deferral / active EE | $8,395 | $3,300+154.4% | $4,370+92.1% | $3,740+124.5% |
| Admin fee / account holder | $355 | $704-49.5% | $5,945-94.0% | $513-30.8% |