See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY5+ years Service code 19 · EIN 65-0170152 | Securities Custodian | $179,301 |
NATIONAL FINANCIAL SERVICES5+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $16,938 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,913 | $62,928+117.6% | $172,739-20.7% | $67,579+102.6% |
| Participation rate | 94.9% | 64.5%+30.4pp | 82.6%+12.3pp | 71.3%+23.6pp |
| Annual return | 21.77% | 30.36%-8.6pp | 802.84%-781.1pp | 378.56%-356.8pp |
| Employer contribution / active EE | $6,331 | $1,636+287.0% | $5,143+23.1% | $2,148+194.8% |
| Participant deferral / active EE | $5,332 | $2,145+148.6% | $5,198+2.6% | $3,539+50.6% |
| Admin fee / account holder | $188 | $167+12.7% | $13,954-98.7% | $142+31.9% |