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 & COMPANY2+ years Service code 14 · EIN 65-0170152 | Plan Administrator | $24,879 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,680 | $75,183+69.8% | $123,892+3.1% | $55,167+131.4% |
| Participation rate | 78.3% | 72.8%+5.4pp | 81.4%-3.2pp | 69.0%+9.3pp |
| Annual return | 5.96% | 19.01%-13.0pp | 47.52%-41.6pp | 169.23%-163.3pp |
| Employer contribution / active EE | $2,861 | $2,823+1.3% | $4,617-38.0% | $1,963+45.8% |
| Participant deferral / active EE | $9,309 | $5,084+83.1% | $5,984+55.6% | $3,054+204.8% |
| Admin fee / account holder | $139 | $663-79.0% | $8,357-98.3% | $504-72.4% |