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 |
|---|---|---|
Filed as: UNIFIED TRUST COMPANY, N.A, Service code 21 · EIN 61-1256314 2353 ALEXANDRIA DRIVE · LEXINGTON, KY 40504 | Bank Trustee | $1,718 |
SWAN & SONS-MORSS CO., INC.8 years Service code 28 · EIN 16-0656100 309 EAST WATER STREET · ELMIRA, NY 14902 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,880 | $81,248-80.5% | $155,509-89.8% | $80,856-80.4% |
| Participation rate | 44.7% | 66.2%-21.5pp | 78.2%-33.5pp | 67.6%-22.9pp |
| Annual return | 6.49% | 33.31%-26.8pp | 64.67%-58.2pp | 35.59%-29.1pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $739 | $3,452-78.6% | $5,626-86.9% | $4,296-82.8% |
| Admin fee / account holder | $5,513 | $7,997-31.1% | $15,912-65.4% | $6,918-20.3% |