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 & COMPANY5+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $105,529 |
MARCUM LLP5+ years Service code 10 · EIN 11-1986323 | Accounting | $26,295 |
NATIONAL FINANCIAL SERVICES5+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $6,584 |
RELIANCE TRUST COMPANY3 years Service code 21 · EIN 58-1428634 | Bank Trustee | $5,590 |
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 | $102,120 | $89,652+13.9% | $141,162-27.7% | $65,185+56.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 21.22% | 32.79%-11.6pp | 71.39%-50.2pp | 29.38%-8.2pp |
| Employer contribution / active EE | $4,125 | $3,065+34.6% | $4,735-12.9% | $2,177+89.5% |
| Participant deferral / active EE | $6,482 | $5,691+13.9% | $6,709-3.4% | $3,514+84.5% |
| Admin fee / account holder | $391 | $569-31.2% | $10,261-96.2% | $847-53.8% |