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 & COMPANY9+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $138,607 |
MARCUM LLP9+ years Service code 10 · EIN 11-1986323 | Accounting | $16,789 |
Filed as: FIDELITY TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $8,587 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,005 | $95,274+16.5% | $135,903-18.3% | $74,419+49.2% |
| Participation rate | 99.5% | 78.2%+21.3pp | 81.9%+17.6pp | 70.7%+28.7pp |
| Annual return | 22.30% | 32.77%-10.5pp | 68.23%-45.9pp | 34.38%-12.1pp |
| Employer contribution / active EE | $4,408 | $3,874+13.8% | $4,856-9.2% | $2,637+67.1% |
| Participant deferral / active EE | $7,938 | $7,782+2.0% | $7,758+2.3% | $4,528+75.3% |
| Admin fee / account holder | $273 | $266+2.4% | $10,762-97.5% | $348-21.6% |