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 | $130,281 |
MARCUM LLP7+ years Service code 10 · EIN 11-1986323 | Accounting | $18,128 |
Filed as: FIDELITY TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $7,953 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,157 | $104,317+11.3% | $159,436-27.1% | $86,799+33.8% |
| Participation rate | 99.4% | 77.7%+21.7pp | 82.8%+16.6pp | 72.3%+27.1pp |
| Annual return | 18.05% | 26.32%-8.3pp | 263.57%-245.5pp | 97.91%-79.9pp |
| Employer contribution / active EE | $3,960 | $3,451+14.7% | $4,829-18.0% | $2,405+64.6% |
| Participant deferral / active EE | $6,557 | $6,837-4.1% | $7,352-10.8% | $4,131+58.7% |
| Admin fee / account holder | $316 | $172+83.4% | $10,799-97.1% | $170+86.3% |