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 & COMPANY8+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $132,341 |
MARCUM LLP8+ years Service code 10 · EIN 11-1986323 | Accounting | $13,493 |
Filed as: FIDELITY TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $8,657 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,480 | $82,202+13.7% | $125,339-25.4% | $64,808+44.2% |
| Participation rate | 99.4% | 77.9%+21.6pp | 82.4%+17.1pp | 71.5%+28.0pp |
| Annual return | -17.60% | 3.48%-21.1pp | 572.05%-589.7pp | 32.82%-50.4pp |
| Employer contribution / active EE | $4,079 | $3,615+12.8% | $4,814-15.3% | $2,506+62.8% |
| Participant deferral / active EE | $7,261 | $7,175+1.2% | $7,446-2.5% | $4,310+68.5% |
| Admin fee / account holder | $277 | $163+70.0% | $10,010-97.2% | $188+47.8% |