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.1+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $23,674 |
PARADIGM CONSULTING, INC.1+ years Service code 27 133 BUSINESS PARK DR · UTICA, NY 13502 | Advisory (Plan) | $15,766 |
LIFETIME BENEFIT SOLUTIONS1+ years Service code 13 70 METRO PARK · NEW YORK, NY 14623 | Contract Administrator | $10,860 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,632 | $46,732-83.7% | $156,549-95.1% | $55,167-86.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 3.16% | 17.72%-14.6pp | 32.23%-29.1pp | 169.23%-166.1pp |
| Employer contribution / active EE | $657 | $2,105-68.8% | $5,501-88.1% | $1,963-66.5% |
| Participant deferral / active EE | $850 | $2,204-61.4% | $4,871-82.5% | $3,054-72.2% |
| Admin fee / account holder | $96 | $418-77.0% | $13,027-99.3% | $504-80.9% |