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.4 years Service code 13 · EIN 61-1256314 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, KY 40504 | Contract Administrator | $26,335 |
PAYNE & SMITH, LLC4 years Filed as: PAYNE WEALTH PARTNERS, INC. Service code 27 7144 E. VIRGINIA ST. · EVANSVILLE, IN 47715 | Advisory (Plan) | $15,245 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,736 | $66,310-43.1% | $93,606-59.7% | $65,185-42.1% |
| Participation rate | 80.7% | 74.0%+6.7pp | 75.8%+4.9pp | 70.2%+10.5pp |
| Annual return | 14.29% | 42.58%-28.3pp | 32.76%-18.5pp | 29.38%-15.1pp |
| Employer contribution / active EE | $1,343 | $2,012-33.2% | $2,718-50.6% | $2,177-38.3% |
| Participant deferral / active EE | $2,486 | $3,342-25.6% | $4,069-38.9% | $3,514-29.2% |
| Admin fee / account holder | $368 | $6,897-94.7% | $7,888-95.3% | $847-56.6% |