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 Filed as: TRUENORTH SECURITIES, INC Service code 15 · EIN 48-1233289 | Recordkeeping | $24,267 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,105 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,228 | $77,660-50.8% | $109,143-65.0% | $79,386-51.8% |
| Participation rate | 94.3% | 67.8%+26.5pp | 75.9%+18.4pp | 70.7%+23.6pp |
| Annual return | 15.13% | 23.44%-8.3pp | 25.75%-10.6pp | 116.85%-101.7pp |
| Employer contribution / active EE | $2,680 | $2,797-4.2% | $3,722-28.0% | $2,427+10.4% |
| Participant deferral / active EE | $4,949 | $3,518+40.7% | $4,653+6.4% | $4,046+22.3% |
| Admin fee / account holder | $180 | $732-75.5% | $6,752-97.3% | $626-71.3% |