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 & COMPANY6+ years Service code 14 · EIN 65-0170152 | Plan Administrator | $122,992 |
RELIANCE TRUST COMPANY6+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $14,089 |
NATIONAL FINANCIAL SERVICES6+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $8,738 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $345,798 | $100,801+243.0% | $149,696+131.0% | $73,409+371.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 16.84% | 265.34%-248.5pp | 276.60%-259.8pp | 59.29%-42.5pp |
| Employer contribution / active EE | $12,517 | $3,312+278.0% | $4,644+169.5% | $2,234+460.4% |
| Participant deferral / active EE | $8,982 | $6,404+40.3% | $6,842+31.3% | $3,805+136.0% |
| Admin fee / account holder | $316 | $181+74.9% | $9,309-96.6% | $158+100.3% |