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 Service code 21 · EIN 61-1256314 2353 ALEXANDRIA DRIVE · LEXINGTON, KY 40504 | Bank Trustee | $14,482 |
SWAN & SONS-MORSS CO., INC.5 years Service code 28 · EIN 16-0656100 309 EAST WATER STREET · ELMIRA, NY 14902 | Investment Management | $7,072 |
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 | $19,038 | $61,156-68.9% | $185,823-89.8% | $79,386-76.0% |
| Participation rate | 71.3% | 66.6%+4.7pp | 81.7%-10.4pp | 70.7%+0.6pp |
| Annual return | 30.48% | 19.45%+11.0pp | 122.05%-91.6pp | 116.85%-86.4pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,381 | $2,789-50.5% | $5,568-75.2% | $4,046-65.9% |
| Admin fee / account holder | $188 | $710-73.4% | $16,237-98.8% | $626-69.9% |