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 & COMPANY7+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $87,013 |
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 | $18,555 | $50,956-63.6% | $96,562-80.8% | $86,799-78.6% |
| Participation rate | 84.5% | 65.2%+19.2pp | 69.8%+14.7pp | 72.3%+12.2pp |
| Annual return | 13.43% | 21.27%-7.8pp | 37.78%-24.4pp | 97.91%-84.5pp |
| Employer contribution / active EE | $371 | $1,111-66.6% | $2,356-84.3% | $2,405-84.6% |
| Participant deferral / active EE | $2,956 | $2,954+0.1% | $3,849-23.2% | $4,131-28.4% |
| Admin fee / account holder | $128 | $166-22.9% | $6,181-97.9% | $170-24.6% |