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 & COMPANY7+ years Service code 14 · EIN 65-0170152 | Plan Administrator | $57,296 |
Service code 26 · EIN 94-3112753 | Advisory (Participants) | $12,355 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $11,268 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $240 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $404,437 | $104,317+287.7% | $159,436+153.7% | $86,799+365.9% |
| Participation rate | 97.7% | 77.7%+20.0pp | 82.8%+14.8pp | 72.3%+25.4pp |
| Annual return | 12.08% | 26.32%-14.2pp | 263.57%-251.5pp | 97.91%-85.8pp |
| Employer contribution / active EE | $14,090 | $3,451+308.3% | $4,829+191.8% | $2,405+485.8% |
| Participant deferral / active EE | $9,854 | $6,837+44.1% | $7,352+34.0% | $4,131+138.5% |
| Admin fee / account holder | $218 | $172+26.6% | $10,799-98.0% | $170+28.6% |