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 & COMPANY6+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $169,289 |
NATIONAL FINANCIAL SERVICES6+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $9,506 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,908 | $62,132+297.4% | $185,823+32.9% | $73,488+236.0% |
| Participation rate | 98.9% | 67.8%+31.1pp | 78.0%+20.9pp | 70.7%+28.3pp |
| Annual return | 12.36% | 20.44%-8.1pp | 35.95%-23.6pp | 28.51%-16.2pp |
| Employer contribution / active EE | $6,603 | $1,681+292.7% | $4,087+61.5% | $2,270+190.8% |
| Participant deferral / active EE | $7,241 | $3,711+95.1% | $5,632+28.6% | $3,740+93.6% |
| Admin fee / account holder | $440 | $419+5.1% | $9,500-95.4% | $513-14.2% |