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 INC2 years Filed as: TRUENORTH SECURITIES, INC Service code 15 · EIN 48-1233289 | Recordkeeping | $18,197 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,393 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,603 | $69,362-41.5% | $101,248-59.9% | $73,488-44.7% |
| Participation rate | 95.7% | 68.4%+27.3pp | 75.8%+19.9pp | 70.7%+25.0pp |
| Annual return | 21.95% | 18.46%+3.5pp | 46.47%-24.5pp | 28.51%-6.6pp |
| Employer contribution / active EE | $2,334 | $2,628-11.2% | $3,660-36.2% | $2,270+2.8% |
| Participant deferral / active EE | $4,509 | $3,300+36.7% | $4,370+3.2% | $3,740+20.6% |
| Admin fee / account holder | $162 | $704-77.0% | $5,945-97.3% | $513-68.5% |