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.
| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC1 year Filed as: IMA ADVISORY SERVICES INC Service code 27 · EIN 48-1233289 | Advisory (Plan) | $53,508 |
Service code 37 · EIN 04-2647786 | Loan Processing | $53,016 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $9,450 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,259 | $128,899-29.2% | $113,168-19.4% | $102,872-11.3% |
| Participation rate | 66.7% | 87.0%-20.3pp | 76.6%-9.8pp | 73.0%-6.3pp |
| Annual return | 29.44% | 15.88%+13.6pp | 24.27%+5.2pp | 19.06%+10.4pp |
| Employer contribution / active EE | $5,161 | $3,713+39.0% | $2,975+73.5% | $3,526+46.4% |
| Participant deferral / active EE | $11,463 | $6,787+68.9% | $5,107+124.5% | $5,535+107.1% |
| Admin fee / account holder | $148 | $129+14.6% | $12,068-98.8% | $292-49.3% |