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 & COMPANY2+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $145,376 |
NATIONAL FINANCIAL SERVICES2+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $8,572 |
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 | $410,740 | $75,183+446.3% | $123,892+231.5% | $55,167+644.5% |
| Participation rate | 97.7% | 72.8%+24.8pp | 81.4%+16.2pp | 69.0%+28.7pp |
| Annual return | 8.09% | 19.01%-10.9pp | 47.52%-39.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $12,496 | $2,823+342.6% | $4,617+170.7% | $1,963+536.7% |
| Participant deferral / active EE | $9,953 | $5,084+95.8% | $5,984+66.3% | $3,054+225.9% |
| Admin fee / account holder | $769 | $663+16.1% | $8,357-90.8% | $504+52.6% |