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 Service code 13 · EIN 61-1256314 | Contract Administrator | $7,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,879 | $65,041+13.6% | $90,951-18.8% | $79,858-7.5% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 11.59% | 30.45%-18.9pp | 134.60%-123.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $478 | $1,247-61.6% | $2,122-77.5% | $2,471-80.6% |
| Participant deferral / active EE | $3,092 | $2,512+23.1% | $3,373-8.3% | $3,740-17.3% |
| Admin fee / account holder | $99 | $4,536-97.8% | $5,959-98.3% | $5,306-98.1% |