Filed January 11, 2024
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 13 · EIN 65-0170152 | Contract Administrator | $74,430 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,475 | $64,286-72.8% | $90,951-80.8% | $73,409-76.2% |
| Participation rate | 81.8% | 63.6%+18.2pp | 69.0%+12.7pp | 72.2%+9.6pp |
| Annual return | 16.11% | 21.45%-5.3pp | 134.60%-118.5pp | 59.29%-43.2pp |
| Employer contribution / active EE | $347 | $895-61.2% | $2,122-83.6% | $2,234-84.5% |
| Participant deferral / active EE | $2,120 | $2,453-13.6% | $3,373-37.2% | $3,805-44.3% |
| Admin fee / account holder | $113 | $287-60.8% | $5,959-98.1% | $158-28.6% |