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.3+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $28,070 |
ROYAL ALLIANCE ASSOCIATES INC3+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 ONE WORLD FINANCIAL CENTER, 14TH FL · NEW YORK, NY 10281 | Advisory (Plan) | $20,240 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,390 | $46,173-66.7% | $170,442-91.0% | $69,631-77.9% |
| Participation rate | 79.1% | 63.9%+15.2pp | 83.6%-4.5pp | 70.7%+8.5pp |
| Annual return | 11.22% | 21.62%-10.4pp | 205.93%-194.7pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $1,923 | $1,610+19.5% | $5,433-64.6% | $2,032-5.4% |
| Participant deferral / active EE | $933 | $2,080-55.1% | $4,939-81.1% | $3,224-71.1% |
| Admin fee / account holder | $162 | $116+39.3% | $13,880-98.8% | $110+46.3% |