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.6+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $69,430 |
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 | $39,917 | $58,879-32.2% | $178,490-77.6% | $73,488-45.7% |
| Participation rate | 89.6% | 66.2%+23.3pp | 81.9%+7.6pp | 70.7%+18.9pp |
| Annual return | 12.12% | 24.86%-12.7pp | 151.07%-139.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $1,054 | $2,236-52.9% | $5,011-79.0% | $2,270-53.6% |
| Participant deferral / active EE | $3,882 | $2,567+51.2% | $5,202-25.4% | $3,740+3.8% |
| Admin fee / account holder | $247 | $400-38.3% | $13,984-98.2% | $513-51.8% |