See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC3 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $18,225 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,385 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,765 | $104,475-51.4% | $159,436-68.2% | $79,386-36.1% |
| Participation rate | 33.3% | 76.6%-43.3pp | 82.8%-49.5pp | 70.7%-37.4pp |
| Annual return | 13.66% | 67.95%-54.3pp | 263.57%-249.9pp | 116.85%-103.2pp |
| Employer contribution / active EE | $1,167 | $3,417-65.8% | $4,829-75.8% | $2,427-51.9% |
| Participant deferral / active EE | $2,918 | $6,467-54.9% | $7,352-60.3% | $4,046-27.9% |
| Admin fee / account holder | $292 | $711-58.9% | $10,799-97.3% | $626-53.4% |