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 13 · EIN 65-0170152 | Contract Administrator | $57,363 |
Service code 19 · EIN 04-3523567 | Securities Custodian | $36,619 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST CO. Service code 21 · EIN 58-1428634 | Bank Trustee | $5,039 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,409 | $55,415+191.3% | $155,509+3.8% | $74,495+116.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.88% | 268.50%-253.6pp | 64.67%-49.8pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $6,497 | $2,267+186.6% | $4,672+39.0% | $2,623+147.7% |
| Participant deferral / active EE | $6,471 | $2,836+128.2% | $5,626+15.0% | $4,346+48.9% |
| Admin fee / account holder | $478 | $1,738-72.5% | $15,912-97.0% | $1,942-75.4% |