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 INC9 years Filed as: TRUENORTH SECURITIES, INC Service code 15 · EIN 48-1233289 | Recordkeeping | $21,617 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,508 |
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 | $69,623 | $87,870-20.8% | $113,168-38.5% | $74,304-6.3% |
| Participation rate | 34.4% | 70.7%-36.3pp | 76.6%-42.1pp | 60.3%-25.9pp |
| Annual return | 18.52% | 26.44%-7.9pp | 24.27%-5.8pp | 29.43%-10.9pp |
| Employer contribution / active EE | $882 | $2,277-61.2% | $2,975-70.3% | $2,241-60.6% |
| Participant deferral / active EE | $1,911 | $4,241-54.9% | $5,107-62.6% | $3,767-49.3% |
| Admin fee / account holder | $242 | $3,368-92.8% | $12,068-98.0% | $2,969-91.9% |