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 & COMPANY8+ years Service code 13 · EIN 65-0171052 | Contract Administrator | $60,509 |
NATIONAL FINANCIAL SERVICES4 years Service code 19 · EIN 04-3523567 | Securities Custodian | $5,181 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,492 | $84,487-28.4% | $125,339-51.7% | $66,914-9.6% |
| Participation rate | 85.8% | 76.4%+9.4pp | 82.4%+3.4pp | 69.8%+16.0pp |
| Annual return | -14.90% | -8.39%-6.5pp | 572.05%-586.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,890 | $3,553-46.8% | $4,814-60.7% | $2,544-25.7% |
| Participant deferral / active EE | $7,983 | $6,781+17.7% | $7,446+7.2% | $4,237+88.4% |
| Admin fee / account holder | $114 | $685-83.4% | $10,010-98.9% | $593-80.8% |