See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY10+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $176,424 |
NATIONAL FINANCIAL SERVICES10+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $11,040 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,984 | $101,317+120.1% | $146,958+51.7% | $74,495+199.3% |
| Participation rate | 96.6% | 75.5%+21.1pp | 82.2%+14.4pp | 67.2%+29.4pp |
| Annual return | 14.45% | 8730.91%-8716.5pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $6,703 | $3,810+75.9% | $4,933+35.9% | $2,623+155.5% |
| Participant deferral / active EE | $7,808 | $7,303+6.9% | $8,070-3.2% | $4,346+79.7% |
| Admin fee / account holder | $360 | $1,739-79.3% | $12,998-97.2% | $1,942-81.5% |