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 & COMPANY6+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $70,361 |
NATIONAL FINANCIAL SERVICES3 years Service code 19 · EIN 04-3523567 | Securities Custodian | $16,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,206 | $91,372-3.5% | $129,995-32.1% | $74,419+18.5% |
| Participation rate | 47.8% | 77.8%-30.0pp | 78.5%-30.7pp | 70.7%-22.9pp |
| Annual return | 25.36% | 23.21%+2.1pp | -137.18%+162.5pp | 34.38%-9.0pp |
| Employer contribution / active EE | $1,193 | $2,563-53.5% | $4,320-72.4% | $2,637-54.8% |
| Participant deferral / active EE | $3,460 | $4,721-26.7% | $5,820-40.6% | $4,528-23.6% |
| Admin fee / account holder | $225 | $283-20.7% | $10,614-97.9% | $348-35.4% |