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 & COMPANY9+ years Service code 13 · EIN 65-0171052 | Contract Administrator | $47,398 |
NATIONAL FINANCIAL SERVICES5 years Service code 19 · EIN 04-3523567 | Securities Custodian | $4,279 |
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 | $64,076 | $91,407-29.9% | $135,903-52.9% | $71,457-10.3% |
| Participation rate | 97.7% | 75.7%+22.1pp | 81.9%+15.8pp | 67.9%+29.8pp |
| Annual return | 15.04% | 29.90%-14.9pp | 68.23%-53.2pp | 28.85%-13.8pp |
| Employer contribution / active EE | $1,782 | $3,703-51.9% | $4,856-63.3% | $2,588-31.2% |
| Participant deferral / active EE | $8,633 | $7,092+21.7% | $7,758+11.3% | $4,289+101.3% |
| Admin fee / account holder | $72 | $1,266-94.3% | $10,762-99.3% | $1,587-95.5% |