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 |
|---|---|---|
INGHAM & COMPANY10+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $160,462 |
NATIONAL FINANCIAL SERVICES10+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $18,161 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $715,832 | $102,317+599.6% | $146,958+387.1% | $80,856+785.3% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.2%+16.8pp | 67.6%+31.3pp |
| Annual return | 15.80% | 134.76%-119.0pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $13,589 | $3,713+266.0% | $4,933+175.5% | $2,755+393.3% |
| Participant deferral / active EE | $11,179 | $6,644+68.3% | $8,070+38.5% | $4,296+160.2% |
| Admin fee / account holder | $968 | $7,941-87.8% | $12,998-92.6% | $6,918-86.0% |