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.4+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $50,416 |
Service code 27 4355 CORAL PARK DRIVE · BRUNSWICK, GA 31520 | Advisory (Plan) | $30,972 |
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 | $120,847 | $43,504+177.8% | $68,793+75.7% | $56,287+114.7% |
| Participation rate | 99.1% | 67.8%+31.3pp | 72.2%+26.9pp | 69.9%+29.3pp |
| Annual return | -4.35% | -3.15%-1.2pp | -4.63%+0.3pp | -9.96%+5.6pp |
| Employer contribution / active EE | $9,816 | $1,525+543.5% | $2,625+273.9% | $2,111+365.0% |
| Participant deferral / active EE | $5,423 | $2,509+116.1% | $3,311+63.8% | $3,350+61.9% |
| Admin fee / account holder | $621 | $515+20.6% | $5,131-87.9% | $521+19.3% |