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.2 years Service code 15 · EIN 61-1381380 2353 ALEXANDRIA DRIVE · LEXINGTON, KY 40504 | Recordkeeping | $17,442 |
O'BRIEN BELLAND & BUSHINSKY2 years Filed as: O'BRIEN FINANCIAL GROUP Service code 27 99 WEST FIRST STREET · CORNING, NY 14830 | Advisory (Plan) | $8,240 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,884 | $55,453-60.5% | $170,442-87.2% | $62,292-64.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.65% | 21.38%-7.7pp | 205.93%-192.3pp | 28.90%-15.2pp |
| Employer contribution / active EE | $1,742 | $2,164-19.5% | $5,433-67.9% | $2,042-14.7% |
| Participant deferral / active EE | $1,536 | $2,303-33.3% | $4,939-68.9% | $3,169-51.5% |
| Admin fee / account holder | $220 | $455-51.7% | $13,880-98.4% | $479-54.1% |