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.2+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $27,772 |
ROYAL ALLIANCE ASSOCIATES INC2+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 ONE WORLD FINANCIAL CENTER, 14TH FL · NEW YORK, NY 10281 | Advisory (Plan) | $18,385 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,704 | $36,916-60.2% | $156,549-90.6% | $57,658-74.5% |
| Participation rate | 77.0% | 63.4%+13.6pp | 84.0%-7.0pp | 70.2%+6.8pp |
| Annual return | 10.22% | 12.38%-2.2pp | 32.23%-22.0pp | 5.13%+5.1pp |
| Employer contribution / active EE | $1,879 | $1,571+19.6% | $5,501-65.9% | $1,974-4.8% |
| Participant deferral / active EE | $889 | $1,926-53.8% | $4,871-81.7% | $3,061-71.0% |
| Admin fee / account holder | $161 | $82+95.7% | $13,027-98.8% | $95+70.7% |