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 | $58,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,347 | $66,124-40.5% | $90,404-56.5% | $73,488-46.5% |
| Participation rate | 43.7% | 69.7%-26.0pp | 72.7%-29.0pp | 70.7%-27.0pp |
| Annual return | 14.90% | 17.65%-2.8pp | 1293.02%-1278.1pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,469 | $2,346-37.4% | $3,262-55.0% | $2,270-35.3% |
| Participant deferral / active EE | $2,570 | $3,039-15.4% | $3,963-35.2% | $3,740-31.3% |
| Admin fee / account holder | $337 | $396-15.0% | $5,611-94.0% | $513-34.4% |