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 & COMPANY2+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $34,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,328 | $48,076-55.6% | $78,689-72.9% | $62,891-66.1% |
| Participation rate | 65.9% | 65.2%+0.7pp | 73.6%-7.7pp | 69.3%-3.4pp |
| Annual return | 35.36% | 31.35%+4.0pp | 62.18%-26.8pp | 20.14%+15.2pp |
| Employer contribution / active EE | $2,245 | $2,015+11.4% | $2,851-21.3% | $2,281-1.6% |
| Participant deferral / active EE | $3,717 | $2,588+43.6% | $3,517+5.7% | $3,203+16.1% |
| Admin fee / account holder | $218 | $3,207-93.2% | $4,510-95.2% | $4,296-94.9% |