Filed April 25, 2024
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.7+ years Filed as: UNIFIED TRUST CO. N.A. Service code 21 2353 ALEXANDRIA DR SUITE 100 · LEXINGTON, KY 40504 | Bank Trustee | $1,186 |
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL CORP. Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,877 | $39,286+103.3% | $80,716-1.0% | $79,386+0.6% |
| Participation rate | 20.9% | 41.0%-20.0pp | 54.2%-33.3pp | 70.7%-49.8pp |
| Annual return | 11.44% | 98.95%-87.5pp | 87.28%-75.8pp | 116.85%-105.4pp |
| Employer contribution / active EE | $687 | $594+15.7% | $1,160-40.8% | $2,427-71.7% |
| Participant deferral / active EE | $1,268 | $1,264+0.4% | $2,146-40.9% | $4,046-68.6% |
| Admin fee / account holder | $20 | $647-96.9% | $3,380-99.4% | $626-96.8% |