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 | $4,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,070 | $44,473-14.4% | $76,523-50.2% | $55,725-31.7% |
| Participation rate | 37.5% | 51.0%-13.5pp | 68.0%-30.5pp | 70.9%-33.4pp |
| Annual return | -4.71% | -2.01%-2.7pp | -0.27%-4.4pp | 244.93%-249.6pp |
| Employer contribution / active EE | $574 | $1,101-47.9% | $2,647-78.3% | $2,078-72.4% |
| Participant deferral / active EE | $1,008 | $1,988-49.3% | $3,835-73.7% | $3,356-70.0% |
| Admin fee / account holder | $41 | $134-69.2% | $4,848-99.1% | $115-64.1% |