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.3+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $48,789 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,567 | $55,453-48.5% | $170,442-83.2% | $62,292-54.1% |
| Participation rate | 87.6% | 66.4%+21.2pp | 83.6%+4.0pp | 69.5%+18.1pp |
| Annual return | 15.33% | 21.38%-6.0pp | 205.93%-190.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $819 | $2,164-62.1% | $5,433-84.9% | $2,042-59.9% |
| Participant deferral / active EE | $2,640 | $2,303+14.6% | $4,939-46.6% | $3,169-16.7% |
| Admin fee / account holder | $178 | $455-61.0% | $13,880-98.7% | $479-62.9% |