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 6-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 & COMPANY1 year Service code 19 · EIN 65-0170152 | Securities Custodian | $1,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,574 | $54,350+51.9% | $82,719-0.2% | $68,494+20.6% |
| Participation rate | 98.9% | 63.9%+35.0pp | 72.6%+26.4pp | 67.9%+31.0pp |
| Annual return | -11.97% | -13.67%+1.7pp | 701.18%-713.2pp | -7.84%-4.1pp |
| Employer contribution / active EE | $3,124 | $2,218+40.9% | $3,009+3.8% | $2,596+20.3% |
| Participant deferral / active EE | $3,979 | $3,246+22.6% | $4,395-9.5% | $4,027-1.2% |
| Admin fee / account holder | $11 | $4,395-99.7% | $5,329-99.8% | $5,403-99.8% |