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 & COMPANY6+ years Service code 13 · EIN 65-0170152 9155 S. DADELAND BLVD., SUITE 1512 · MIAMI, FL 33156 | Contract Administrator | $15,051 |
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 | $7,272 | $60,323-87.9% | $81,812-91.1% | $74,495-90.2% |
| Participation rate | 88.7% | 62.9%+25.8pp | 72.3%+16.3pp | 67.2%+21.5pp |
| Annual return | 13.47% | 16.90%-3.4pp | 773.79%-760.3pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $996 | $3,387-70.6% | $4,319-76.9% | $4,346-77.1% |
| Admin fee / account holder | $49 | $1,486-96.7% | $7,386-99.3% | $1,942-97.5% |