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 & COMPANY6+ years Service code 19 · EIN 65-0170152 | Securities Custodian | $176,646 |
NATIONAL FINANCIAL SERVICES6+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $11,419 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,479 | $52,293+199.2% | $178,490-12.3% | $73,409+113.2% |
| Participation rate | 92.6% | 65.3%+27.3pp | 81.9%+10.7pp | 72.2%+20.5pp |
| Annual return | 16.39% | 34.75%-18.4pp | 151.07%-134.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $6,203 | $1,735+257.4% | $5,011+23.8% | $2,234+177.7% |
| Participant deferral / active EE | $5,187 | $2,332+122.4% | $5,202-0.3% | $3,805+36.3% |
| Admin fee / account holder | $235 | $127+84.4% | $13,984-98.3% | $158+48.8% |