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.4+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $33,678 |
PARADIGM CONSULTING, INC.4+ years Service code 27 133 BUSINESS PARK DR · UTICA, NY 13502 | Advisory (Plan) | $17,391 |
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.
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 | $11,421 | $62,928-81.9% | $172,739-93.4% | $67,579-83.1% |
| Participation rate | 95.7% | 64.5%+31.3pp | 82.6%+13.1pp | 71.3%+24.4pp |
| Annual return | 3.97% | 30.36%-26.4pp | 802.84%-798.9pp | 378.56%-374.6pp |
| Employer contribution / active EE | $926 | $1,636-43.4% | $5,143-82.0% | $2,148-56.9% |
| Participant deferral / active EE | $828 | $2,145-61.4% | $5,198-84.1% | $3,539-76.6% |
| Admin fee / account holder | $152 | $167-8.8% | $13,954-98.9% | $142+6.8% |