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 & COMPANY2 years Service code 19 · EIN 65-0170152 | Securities Custodian | $910 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,312 | $57,281+64.6% | $86,612+8.9% | $75,163+25.5% |
| Participation rate | 96.7% | 63.2%+33.5pp | 71.7%+25.0pp | 67.2%+29.5pp |
| Annual return | 13.74% | 2670.75%-2657.0pp | 591.07%-577.3pp | 160.62%-146.9pp |
| Employer contribution / active EE | $3,127 | $2,314+35.1% | $3,022+3.5% | $2,670+17.1% |
| Participant deferral / active EE | $3,979 | $3,318+19.9% | $4,438-10.3% | $4,125-3.6% |
| Admin fee / account holder | $7 | $4,112-99.8% | $5,614-99.9% | $5,651-99.9% |