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 & COMPANY9+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $111,027 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,230 | $53,165-65.7% | $86,188-78.8% | $74,419-75.5% |
| Participation rate | 88.3% | 64.9%+23.5pp | 69.0%+19.3pp | 70.7%+17.6pp |
| Annual return | 16.80% | 22.64%-5.8pp | 1168.45%-1151.6pp | 34.38%-17.6pp |
| Employer contribution / active EE | $374 | $1,210-69.1% | $2,380-84.3% | $2,637-85.8% |
| Participant deferral / active EE | $3,003 | $3,234-7.1% | $3,985-24.6% | $4,528-33.7% |
| Admin fee / account holder | $136 | $551-75.4% | $6,852-98.0% | $348-61.0% |