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 | $167,850 |
RELIANCE TRUST COMPANY4+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $12,418 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $257,423 | $75,388+241.5% | $123,544+108.4% | $55,725+362.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -5.20% | 4.48%-9.7pp | 119.20%-124.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $11,318 | $3,063+269.5% | $4,628+144.6% | $2,078+444.6% |
| Participant deferral / active EE | $8,060 | $5,651+42.6% | $6,426+25.4% | $3,356+140.2% |
| Admin fee / account holder | $393 | $120+228.1% | $9,284-95.8% | $115+241.2% |