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 & COMPANY10+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $137,668 |
MARCUM LLP10+ years Service code 10 · EIN 11-1986323 | Accounting | $13,905 |
Filed as: FIDELITY TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $8,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,586 | $106,028+17.5% | $146,958-15.2% | $77,643+60.5% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 17.43% | 56.73%-39.3pp | 418.34%-400.9pp | 31.24%-13.8pp |
| Employer contribution / active EE | $4,622 | $4,063+13.8% | $4,933-6.3% | $2,726+69.6% |
| Participant deferral / active EE | $8,249 | $7,990+3.2% | $8,070+2.2% | $4,647+77.5% |
| Admin fee / account holder | $277 | $337-17.8% | $12,998-97.9% | $430-35.5% |