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.6+ years Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1256314 | Contract Administrator | $3,150 |
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 | $32,067 | $65,322-50.9% | $70,449-54.5% | $73,488-56.4% |
| Participation rate | 83.8% | 77.0%+6.8pp | 75.1%+8.7pp | 70.7%+13.1pp |
| Annual return | 14.13% | 15.71%-1.6pp | 109.03%-94.9pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,306 | $2,460-46.9% | $2,737-52.3% | $2,270-42.5% |
| Participant deferral / active EE | $1,808 | $3,375-46.4% | $3,709-51.2% | $3,740-51.7% |
| Admin fee / account holder | $15 | $214-92.8% | $3,845-99.6% | $513-97.0% |