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 & COMPANY10+ years Service code 13 · EIN 65-0171052 | Contract Administrator | $55,207 |
NATIONAL FINANCIAL SERVICES6 years Service code 19 · EIN 04-3523567 | Securities Custodian | $4,508 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,615 | $101,317-30.3% | $146,958-51.9% | $74,495-5.2% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.2%+15.1pp | 67.2%+30.1pp |
| Annual return | 13.10% | 8730.91%-8717.8pp | 418.34%-405.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,110 | $3,810-44.6% | $4,933-57.2% | $2,623-19.6% |
| Participant deferral / active EE | $8,101 | $7,303+10.9% | $8,070+0.4% | $4,346+86.4% |
| Admin fee / account holder | $84 | $1,739-95.2% | $12,998-99.4% | $1,942-95.7% |