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 5-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 Filed as: UNIFIED TRUST COMPANY Service code 64 · EIN 61-1256314 2353 ALEXANDIRAN DRIVE, SUITE 100 · LEXINGTON, KY 40504 | Recordkeeping Fees | $33,554 |
Filed as: NORTHWESTERN MUTUAL Service code 55 | Other Commissions | $23,026 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,177 | $95,862+1.4% | $79,550+22.2% | $134,475-27.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -11.08% | -2.69%-8.4pp | 0.16%-11.2pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,500 | $3,128-52.1% | $2,413-37.9% | $4,740-68.4% |
| Participant deferral / active EE | $3,838 | $4,693-18.2% | $3,985-3.7% | $6,400-40.0% |
| Admin fee / account holder | $615 | $9,126-93.3% | $6,832-91.0% | $11,426-94.6% |