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+ years Filed as: IMA ADVISORY SERVICES INC Service code 27 · EIN 48-1233289 | Advisory (Plan) | $71,216 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,212 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,027 | $79,700+43.1% | $153,432-25.7% | $74,546+53.0% |
| Participation rate | 96.8% | 69.8%+27.0pp | 77.1%+19.8pp | 67.2%+29.6pp |
| Annual return | 14.67% | 15.07%-0.4pp | 15.66%-1.0pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $8,948 | $4,016+122.8% | $5,038+77.6% | $2,624+241.0% |
| Participant deferral / active EE | $12,423 | $5,315+133.7% | $6,757+83.8% | $4,347+185.8% |
| Admin fee / account holder | $469 | $1,790-73.8% | $12,725-96.3% | $1,944-75.9% |