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 & COMPANY4+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $111,127 |
MARCUM LLP4+ years Service code 10 · EIN 11-1986323 | Accounting | $15,965 |
NATIONAL FINANCIAL SERVICES4+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $5,878 |
RELIANCE TRUST COMPANY2 years Service code 21 · EIN 58-1428634 | Bank Trustee | $5,533 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,728 | $73,102+29.6% | $123,544-23.3% | $56,287+68.3% |
| Participation rate | 98.6% | 74.3%+24.2pp | 82.3%+16.3pp | 69.9%+28.7pp |
| Annual return | -5.49% | 3.01%-8.5pp | 119.20%-124.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $3,651 | $2,977+22.6% | $4,628-21.1% | $2,111+72.9% |
| Participant deferral / active EE | $6,023 | $5,423+11.1% | $6,426-6.3% | $3,350+79.8% |
| Admin fee / account holder | $421 | $554-24.0% | $9,284-95.5% | $521-19.2% |