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 & COMPANY1+ years Service code 14 · EIN 65-0170152 | Plan Administrator | $44,672 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,038 | $70,002-62.8% | $115,037-77.4% | $52,331-50.2% |
| Participation rate | 81.3% | 72.1%+9.2pp | 81.4%-0.1pp | 68.1%+13.2pp |
| Annual return | -3.05% | 4.04%-7.1pp | 26.14%-29.2pp | 4.54%-7.6pp |
| Employer contribution / active EE | $1,296 | $2,715-52.3% | $4,608-71.9% | $1,882-31.1% |
| Participant deferral / active EE | $4,264 | $4,920-13.3% | $6,026-29.2% | $3,022+41.1% |
| Admin fee / account holder | $291 | $566-48.6% | $8,175-96.4% | $592-50.8% |