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.7+ years Service code 21 · EIN 61-1256314 2353 ALEXANDRIA DRIVE · LEXINGTON, KY 40504 | Bank Trustee | $12,698 |
SWAN & SONS-MORSS CO., INC.6 years Service code 28 · EIN 16-0656100 309 EAST WATER STREET · ELMIRA, NY 14902 | Investment Management | $5,769 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,784 | $73,867-78.6% | $143,757-89.0% | $68,494-77.0% |
| Participation rate | 82.1% | 66.7%+15.5pp | 80.3%+1.8pp | 67.9%+14.3pp |
| Annual return | -8.00% | 1.01%-9.0pp | -0.04%-8.0pp | -7.84%-0.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,511 | $3,384-25.8% | $5,637-55.5% | $4,027-37.6% |
| Admin fee / account holder | $229 | $5,755-96.0% | $14,673-98.4% | $5,403-95.8% |