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 6-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 & COMPANY4+ years Service code 13 · EIN 65-0170152 9155 S. DADELAND BLVD., SUITE 1512 · MIAMI, FL 33156 | Contract Administrator | $16,081 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,142 | $51,197-90.0% | $82,719-93.8% | $66,914-92.3% |
| Participation rate | 85.3% | 67.8%+17.5pp | 72.6%+12.7pp | 69.8%+15.5pp |
| Annual return | -15.93% | -9.64%-6.3pp | 701.18%-717.1pp | 1.58%-17.5pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $509 | $3,458-85.3% | $4,395-88.4% | $4,237-88.0% |
| Admin fee / account holder | $52 | $416-87.5% | $5,329-99.0% | $593-91.2% |