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 & COMPANY3+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $168,986 |
NATIONAL FINANCIAL SERVICES3+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $16,938 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $485,717 | $80,753+501.5% | $136,294+256.4% | $62,292+679.7% |
| Participation rate | 96.7% | 73.5%+23.2pp | 81.9%+14.8pp | 69.5%+27.2pp |
| Annual return | 17.84% | 35.83%-18.0pp | 5155.94%-5138.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $13,110 | $2,884+354.6% | $4,695+179.2% | $2,042+541.9% |
| Participant deferral / active EE | $9,827 | $5,164+90.3% | $6,247+57.3% | $3,169+210.1% |
| Admin fee / account holder | $899 | $525+71.2% | $9,243-90.3% | $479+87.6% |