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.5+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $52,655 |
Service code 27 4355 CORAL PARK DRIVE · BRUNSWICK, GA 31520 | Advisory (Plan) | $32,291 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,395 | $50,666+151.4% | $76,817+65.8% | $65,185+95.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 16.96% | 28.51%-11.6pp | 1166.11%-1149.1pp | 29.38%-12.4pp |
| Employer contribution / active EE | $10,183 | $1,575+546.6% | $2,302+342.3% | $2,177+367.8% |
| Participant deferral / active EE | $5,449 | $2,647+105.9% | $3,336+63.4% | $3,514+55.1% |
| Admin fee / account holder | $594 | $463+28.3% | $6,420-90.7% | $847-29.9% |