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 | $3,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,783 | $38,365+6.3% | $84,611-51.8% | $65,185-37.4% |
| Participation rate | 41.7% | 55.7%-13.9pp | 68.2%-26.5pp | 70.2%-28.5pp |
| Annual return | 18.14% | 32.00%-13.9pp | 258.74%-240.6pp | 29.38%-11.2pp |
| Employer contribution / active EE | $652 | $1,258-48.2% | $2,652-75.4% | $2,177-70.0% |
| Participant deferral / active EE | $1,149 | $2,278-49.6% | $3,899-70.5% | $3,514-67.3% |
| Admin fee / account holder | $30 | $451-93.4% | $4,912-99.4% | $847-96.5% |