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.5 years Service code 15 · EIN 61-1381380 2353 ALEXANDRIA DRIVE · LEXINGTON, KY 40504 | Recordkeeping | $18,758 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 99 WEST FIRST STREET · CORNING, NY 14830 | Advisory (Plan) | $9,143 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,412 | $58,879-60.2% | $178,490-86.9% | $73,488-68.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 9.56% | 24.86%-15.3pp | 151.07%-141.5pp | 28.51%-19.0pp |
| Employer contribution / active EE | $1,844 | $2,236-17.5% | $5,011-63.2% | $2,270-18.8% |
| Participant deferral / active EE | $1,397 | $2,567-45.6% | $5,202-73.1% | $3,740-62.7% |
| Admin fee / account holder | $197 | $400-50.7% | $13,984-98.6% | $513-61.6% |