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 14 · EIN 65-0170152 | Plan Administrator | $70,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,444 | $57,016-4.5% | $84,966-35.9% | $80,856-32.7% |
| Participation rate | 61.5% | 56.3%+5.1pp | 67.5%-6.0pp | 67.6%-6.2pp |
| Annual return | 7.79% | 21.66%-13.9pp | 66.38%-58.6pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,097 | $1,798-39.0% | $2,727-59.8% | $2,755-60.2% |
| Participant deferral / active EE | $3,818 | $3,110+22.8% | $4,519-15.5% | $4,296-11.1% |
| Admin fee / account holder | $718 | $4,980-85.6% | $6,149-88.3% | $6,918-89.6% |