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 |
|---|---|---|
SIKICH LLP2 years Service code 28 · EIN 36-3168081 | Investment Management | $27,721 |
UNIFIED TRUST COMPANY, N.A.2 years Filed as: UNIFIED TRUST COMPANY, NA Service code 12 · EIN 61-1256314 | Sub-transfer agency fees; Distributio... | $25,619 |
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 | $37,733 | $66,302-43.1% | $110,238-65.8% | $56,287-33.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -5.15% | -1.18%-4.0pp | 314.74%-319.9pp | -9.96%+4.8pp |
| Employer contribution / active EE | $5,139 | $2,047+151.0% | $3,826+34.3% | $2,111+143.4% |
| Participant deferral / active EE | $2,719 | $3,381-19.6% | $4,672-41.8% | $3,350-18.8% |
| Admin fee / account holder | $32 | $698-95.4% | $8,547-99.6% | $521-93.8% |