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, NA Service code 12 · EIN 61-1256314 | Recordkeeping and information managem... | $3,630 |
SIKICH LLP1 year Service code 28 · EIN 36-3168081 | Investment Management | $325 |
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 | $37,225 | $71,192-47.7% | $117,854-68.4% | $62,292-40.2% |
| Participation rate | 98.3% | 74.2%+24.1pp | 79.7%+18.7pp | 69.5%+28.8pp |
| Annual return | 13.96% | 18.66%-4.7pp | 335.08%-321.1pp | 28.90%-14.9pp |
| Employer contribution / active EE | $4,409 | $1,934+128.0% | $3,786+16.4% | $2,042+115.9% |
| Participant deferral / active EE | $2,379 | $3,189-25.4% | $4,482-46.9% | $3,169-24.9% |
| Admin fee / account holder | $27 | $587-95.4% | $8,020-99.7% | $479-94.3% |