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 | $117,163 |
MARCUM LLP6+ years Service code 10 · EIN 11-1986323 | Accounting | $16,995 |
NATIONAL FINANCIAL SERVICES6+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $5,786 |
RELIANCE TRUST COMPANY4 years Service code 21 · EIN 58-1428634 | Bank Trustee | $5,753 |
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 | $107,671 | $100,801+6.8% | $149,696-28.1% | $73,409+46.7% |
| Participation rate | 98.6% | 77.7%+20.9pp | 82.5%+16.1pp | 72.2%+26.4pp |
| Annual return | 18.77% | 265.34%-246.6pp | 276.60%-257.8pp | 59.29%-40.5pp |
| Employer contribution / active EE | $3,739 | $3,312+12.9% | $4,644-19.5% | $2,234+67.4% |
| Participant deferral / active EE | $6,355 | $6,404-0.8% | $6,842-7.1% | $3,805+67.0% |
| Admin fee / account holder | $331 | $181+83.3% | $9,309-96.4% | $158+109.9% |