See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.7 years Service code 15 · EIN 61-1381380 2353 ALEXANDRIA DRIVE · LEXINGTON, KY 40504 | Recordkeeping | $20,602 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 99 WEST FIRST STREET · CORNING, NY 14830 | Advisory (Plan) | $10,319 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,136 | $65,061-75.2% | $143,757-88.8% | $66,914-75.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -10.37% | -11.14%+0.8pp | -0.04%-10.3pp | 1.58%-12.0pp |
| Employer contribution / active EE | $1,853 | $2,361-21.5% | $4,951-62.6% | $2,544-27.2% |
| Participant deferral / active EE | $1,172 | $2,919-59.9% | $5,637-79.2% | $4,237-72.3% |
| Admin fee / account holder | $187 | $502-62.8% | $14,673-98.7% | $593-68.6% |