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 Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1256314 | Contract Administrator | $3,018 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,566 | $55,002-59.0% | $59,878-62.3% | $56,287-59.9% |
| Participation rate | 75.1% | 75.9%-0.8pp | 74.7%+0.4pp | 69.9%+5.3pp |
| Annual return | -4.45% | 1.13%-5.6pp | 3.46%-7.9pp | -9.96%+5.5pp |
| Employer contribution / active EE | $956 | $2,448-61.0% | $2,722-64.9% | $2,111-54.7% |
| Participant deferral / active EE | $1,374 | $3,121-56.0% | $3,402-59.6% | $3,350-59.0% |
| Admin fee / account holder | $15 | $236-93.7% | $3,590-99.6% | $521-97.1% |