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 Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1256314 | Contract Administrator | $3,470 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,803 | $60,795-57.6% | $69,455-62.8% | $65,185-60.4% |
| Participation rate | 80.3% | 74.9%+5.5pp | 74.6%+5.7pp | 70.2%+10.1pp |
| Annual return | 17.57% | 17.46%+0.1pp | 28.97%-11.4pp | 29.38%-11.8pp |
| Employer contribution / active EE | $873 | $2,452-64.4% | $2,779-68.6% | $2,177-59.9% |
| Participant deferral / active EE | $1,465 | $3,162-53.7% | $3,535-58.6% | $3,514-58.3% |
| Admin fee / account holder | $16 | $314-94.9% | $3,839-99.6% | $847-98.1% |