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; Investme... | $57,227 |
INGHAM & COMPANY6 years Filed as: INGHAM RETIREMENT GROUP Service code 27 · EIN 65-0264364 | Advisory (Plan) | $4,187 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,089 | $102,553-39.5% | $151,611-59.0% | $66,914-7.2% |
| Participation rate | 78.5% | 85.5%-7.0pp | 87.5%-9.0pp | 69.8%+8.7pp |
| Annual return | -16.00% | -10.82%-5.2pp | 3.33%-19.3pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,417 | $4,180-42.2% | $6,166-60.8% | $2,544-5.0% |
| Participant deferral / active EE | $4,118 | $6,641-38.0% | $8,363-50.8% | $4,237-2.8% |
| Admin fee / account holder | $232 | $630-63.1% | $11,616-98.0% | $593-60.8% |