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.3+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $47,271 |
BLEAKLEY FINANCIAL GROUP LLC3+ years Filed as: BLEAKLEY FINANCIAL GROUP Service code 27 100 PASSAIC AVENUE · FAIRFIELD, NJ 07004 | Advisory (Plan) | $29,285 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,045 | $58,726-14.8% | $92,233-45.7% | $62,292-19.7% |
| Participation rate | 94.5% | 68.3%+26.2pp | 76.5%+18.0pp | 69.5%+25.0pp |
| Annual return | 16.72% | 43.62%-26.9pp | 176.28%-159.6pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,812 | $2,392-24.3% | $3,679-50.8% | $2,042-11.3% |
| Participant deferral / active EE | $4,478 | $2,766+61.9% | $3,897+14.9% | $3,169+41.3% |
| Admin fee / account holder | $334 | $556-39.9% | $5,194-93.6% | $479-30.3% |