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 | Participant loan processing; Float re... | $72,549 |
INGHAM & COMPANY5 years Filed as: INGHAM RETIREMENT GROUP Service code 27 · EIN 65-0264364 | Advisory (Plan) | $15,952 |
HAYNIE & COMPANY2 years Service code 10 · EIN 87-0325228 | Accounting | $13,700 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES7+ 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 | $77,278 | $121,341-36.3% | $189,513-59.2% | $79,386-2.7% |
| Participation rate | 80.0% | 86.1%-6.1pp | 87.8%-7.8pp | 70.7%+9.3pp |
| Annual return | 15.00% | 21.08%-6.1pp | 555.15%-540.2pp | 116.85%-101.9pp |
| Employer contribution / active EE | $2,146 | $3,915-45.2% | $6,162-65.2% | $2,427-11.6% |
| Participant deferral / active EE | $3,798 | $6,395-40.6% | $8,221-53.8% | $4,046-6.1% |
| Admin fee / account holder | $372 | $651-42.9% | $12,045-96.9% | $626-40.7% |