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 INC4 years Filed as: TRUENORTH SECURITIES, INC Service code 15 · EIN 48-1233289 | Recordkeeping | $22,525 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,845 |
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 | $35,465 | $64,119-44.7% | $112,228-68.4% | $66,914-47.0% |
| Participation rate | 87.5% | 68.5%+19.0pp | 75.1%+12.4pp | 69.8%+17.7pp |
| Annual return | -18.35% | -13.81%-4.5pp | 27.45%-45.8pp | 1.58%-19.9pp |
| Employer contribution / active EE | $2,685 | $3,005-10.7% | $3,635-26.1% | $2,544+5.5% |
| Participant deferral / active EE | $5,347 | $3,693+44.8% | $4,728+13.1% | $4,237+26.2% |
| Admin fee / account holder | $176 | $625-71.9% | $6,410-97.3% | $593-70.4% |