See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC5 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $29,993 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,679 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,595 | $64,119+105.2% | $112,228+17.3% | $66,914+96.7% |
| Participation rate | 94.6% | 68.5%+26.1pp | 75.1%+19.5pp | 69.8%+24.8pp |
| Annual return | -16.60% | -13.81%-2.8pp | 27.45%-44.0pp | 1.58%-18.2pp |
| Employer contribution / active EE | $3,075 | $3,005+2.3% | $3,635-15.4% | $2,544+20.9% |
| Participant deferral / active EE | $8,096 | $3,693+119.2% | $4,728+71.2% | $4,237+91.1% |
| Admin fee / account holder | $387 | $625-38.0% | $6,410-94.0% | $593-34.7% |