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 & COMPANY3+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $42,361 |
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 | $24,056 | $50,637-52.5% | $86,590-72.2% | $62,292-61.4% |
| Participation rate | 69.7% | 67.9%+1.8pp | 73.5%-3.9pp | 69.5%+0.2pp |
| Annual return | 16.51% | 20.80%-4.3pp | 964.84%-948.3pp | 28.90%-12.4pp |
| Employer contribution / active EE | $1,584 | $2,075-23.7% | $2,839-44.2% | $2,042-22.4% |
| Participant deferral / active EE | $3,303 | $2,611+26.5% | $3,609-8.5% | $3,169+4.2% |
| Admin fee / account holder | $242 | $413-41.6% | $4,906-95.1% | $479-49.6% |