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 LLP4 years Service code 28 · EIN 36-3168081 | Investment Management | $21,673 |
UNIFIED TRUST COMPANY, N.A.4 years Filed as: UNIFIED TRUST COMPANY, NA Service code 12 · EIN 61-1256314 | Claims processing; Distribution (12b-... | $19,150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,223 | $81,474-43.3% | $133,956-65.5% | $73,488-37.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 10.91% | 19.40%-8.5pp | 45.09%-34.2pp | 28.51%-17.6pp |
| Employer contribution / active EE | $5,312 | $2,209+140.4% | $3,919+35.6% | $2,270+134.0% |
| Participant deferral / active EE | $2,796 | $3,786-26.2% | $5,048-44.6% | $3,740-25.2% |
| Admin fee / account holder | $74 | $713-89.7% | $8,927-99.2% | $513-85.6% |