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.5+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $63,093 |
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 | $33,354 | $52,953-37.0% | $172,739-80.7% | $65,185-48.8% |
| Participation rate | 88.4% | 66.2%+22.2pp | 82.6%+5.7pp | 70.2%+18.2pp |
| Annual return | 18.18% | 30.12%-11.9pp | 802.84%-784.7pp | 29.38%-11.2pp |
| Employer contribution / active EE | $931 | $2,190-57.5% | $5,143-81.9% | $2,177-57.2% |
| Participant deferral / active EE | $3,291 | $2,471+33.2% | $5,198-36.7% | $3,514-6.3% |
| Admin fee / account holder | $224 | $472-52.6% | $13,954-98.4% | $847-73.6% |