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 Filed as: TRUENORTH SECURITIES, INC Service code 15 · EIN 48-1233289 | Recordkeeping | $8,819 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,570 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $25,210 | $63,114-60.1% | $92,893-72.9% | $65,185-61.3% |
| Participation rate | 94.6% | 68.8%+25.8pp | 76.0%+18.6pp | 70.2%+24.4pp |
| Annual return | 35.51% | 28.75%+6.8pp | 109.41%-73.9pp | 29.38%+6.1pp |
| Employer contribution / active EE | $2,265 | $2,571-11.9% | $3,653-38.0% | $2,177+4.1% |
| Participant deferral / active EE | $3,976 | $3,108+27.9% | $4,236-6.2% | $3,514+13.1% |
| Admin fee / account holder | $68 | $624-89.1% | $5,794-98.8% | $847-92.0% |