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 Service code 27 · EIN 48-1233289 | Advisory (Plan) | $15,756 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,503 | $99,957-54.5% | $149,696-69.6% | $73,488-38.1% |
| Participation rate | 37.5% | 75.7%-38.2pp | 82.5%-45.0pp | 70.7%-33.2pp |
| Annual return | 18.05% | 53.87%-35.8pp | 276.60%-258.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $1,095 | $3,191-65.7% | $4,644-76.4% | $2,270-51.8% |
| Participant deferral / active EE | $2,566 | $6,073-57.7% | $6,842-62.5% | $3,740-31.4% |
| Admin fee / account holder | $236 | $551-57.2% | $9,309-97.5% | $513-54.1% |