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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Sales load... | $70,536 |
INGHAM & COMPANY4 years Filed as: INGHAM RETIREMENT GROUP Service code 27 · EIN 65-0264364 | Advisory (Plan) | $9,731 |
HAYNIE & COMPANY1 year Service code 10 · EIN 87-0325228 | Accounting | $5,600 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $150 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,296 | $136,307-37.4% | $177,821-52.0% | $73,488+16.1% |
| Participation rate | 75.8% | 86.1%-10.3pp | 87.7%-11.9pp | 70.7%+5.2pp |
| Annual return | 13.21% | 18.68%-5.5pp | 48.32%-35.1pp | 28.51%-15.3pp |
| Employer contribution / active EE | $2,476 | $3,712-33.3% | $5,918-58.2% | $2,270+9.0% |
| Participant deferral / active EE | $4,123 | $5,829-29.3% | $7,714-46.5% | $3,740+10.3% |
| Admin fee / account holder | $381 | $596-36.1% | $12,427-96.9% | $513-25.8% |