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 |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.1+ years Service code 15 · EIN 61-1381380 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, KY 40504 | Recordkeeping | $11,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,162 | $70,002-65.5% | $115,037-79.0% | $52,331-53.8% |
| Participation rate | 21.7% | 72.1%-50.4pp | 81.4%-59.7pp | 68.1%-46.4pp |
| Annual return | -1.28% | 4.04%-5.3pp | 26.14%-27.4pp | 4.54%-5.8pp |
| Employer contribution / active EE | $124 | $2,715-95.4% | $4,608-97.3% | $1,882-93.4% |
| Participant deferral / active EE | $2,545 | $4,920-48.3% | $6,026-57.8% | $3,022-15.8% |
| Admin fee / account holder | $56 | $566-90.2% | $8,175-99.3% | $592-90.6% |