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 13 · EIN 61-1256314 | Contract Administrator | $9,734 |
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 | $63,530 | $48,274+31.6% | $63,5170% | $59,632+6.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | 0.00% | -240.79%+240.8pp | -70.30%+70.3pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $3,930 | $1,586+147.7% | $2,322+69.2% | $2,203+78.4% |
| Participant deferral / active EE | $3,812 | $2,343+62.7% | $2,953+29.1% | $3,192+19.4% |
| Admin fee / account holder | $154 | $3,600-95.7% | $5,892-97.4% | $4,297-96.4% |