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 & COMPANY4+ years Service code 14 · EIN 65-0170152 | Plan Administrator | $55,818 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,246 | $77,813-47.0% | $123,544-66.6% | $64,186-35.7% |
| Participation rate | 93.3% | 74.7%+18.6pp | 82.3%+11.0pp | 69.6%+23.8pp |
| Annual return | -7.56% | 12.48%-20.0pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,786 | $3,014-40.7% | $4,628-61.4% | $2,381-25.0% |
| Participant deferral / active EE | $6,039 | $5,240+15.3% | $6,426-6.0% | $3,470+74.1% |
| Admin fee / account holder | $446 | $5,519-91.9% | $9,284-95.2% | $4,888-90.9% |