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.2+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $47,380 |
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 | $27,359 | $46,732-41.5% | $156,549-82.5% | $55,167-50.4% |
| Participation rate | 86.8% | 65.8%+21.0pp | 84.0%+2.8pp | 69.0%+17.8pp |
| Annual return | 5.44% | 17.72%-12.3pp | 32.23%-26.8pp | 169.23%-163.8pp |
| Employer contribution / active EE | $802 | $2,105-61.9% | $5,501-85.4% | $1,963-59.1% |
| Participant deferral / active EE | $2,340 | $2,204+6.1% | $4,871-52.0% | $3,054-23.4% |
| Admin fee / account holder | $212 | $418-49.4% | $13,027-98.4% | $504-58.0% |