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 & COMPANY8+ years Service code 19 · EIN 65-0170152 | Securities Custodian | $104,147 |
NATIONAL FINANCIAL SERVICES8+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $12,606 |
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 | $140,045 | $46,292+202.5% | $143,757-2.6% | $64,808+116.1% |
| Participation rate | 91.1% | 64.2%+26.9pp | 80.3%+10.8pp | 71.5%+19.6pp |
| Annual return | -18.93% | -10.05%-8.9pp | -0.04%-18.9pp | 32.82%-51.7pp |
| Employer contribution / active EE | $7,459 | $1,910+290.6% | $4,951+50.7% | $2,506+197.7% |
| Participant deferral / active EE | $5,820 | $2,646+120.0% | $5,637+3.2% | $4,310+35.0% |
| Admin fee / account holder | $269 | $154+74.9% | $14,673-98.2% | $188+43.2% |