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 7-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 |
|---|---|---|
INGHAM & COMPANY4+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $71,802 |
Service code 19 · EIN 04-3523567 | Securities Custodian | $5,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,764 | $86,225+7.6% | $146,665-36.8% | $86,799+6.9% |
| Participation rate | 62.6% | 78.0%-15.3pp | 80.1%-17.4pp | 72.3%-9.6pp |
| Annual return | 32.65% | 31.23%+1.4pp | 22.74%+9.9pp | 97.91%-65.3pp |
| Employer contribution / active EE | $1,165 | $2,392-51.3% | $4,136-71.8% | $2,405-51.6% |
| Participant deferral / active EE | $3,732 | $4,245-12.1% | $5,506-32.2% | $4,131-9.7% |
| Admin fee / account holder | $240 | $195+22.7% | $10,280-97.7% | $170+41.3% |