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 & COMPANY7+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $185,515 |
NATIONAL FINANCIAL SERVICES7+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $11,254 |
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 | $246,184 | $70,879+247.3% | $189,557+29.9% | $79,386+210.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 78.4%+21.6pp | 70.7%+29.3pp |
| Annual return | 13.64% | 20.70%-7.1pp | 64.17%-50.5pp | 116.85%-103.2pp |
| Employer contribution / active EE | $7,160 | $1,806+296.4% | $4,412+62.3% | $2,427+195.0% |
| Participant deferral / active EE | $7,591 | $4,081+86.0% | $6,174+23.0% | $4,046+87.6% |
| Admin fee / account holder | $408 | $647-36.9% | $9,807-95.8% | $626-34.8% |