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.4 years Service code 13 · EIN 61-1256314 | Contract Administrator | $2,762 |
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 | $45,206 | $39,948+13.2% | $89,391-49.4% | $73,409-38.4% |
| Participation rate | 41.3% | 50.4%-9.1pp | 68.0%-26.7pp | 72.2%-30.9pp |
| Annual return | 11.46% | 50.12%-38.7pp | 245.62%-234.2pp | 59.29%-47.8pp |
| Employer contribution / active EE | $651 | $1,200-45.8% | $2,586-74.8% | $2,234-70.9% |
| Participant deferral / active EE | $1,163 | $2,193-46.9% | $3,890-70.1% | $3,805-69.4% |
| Admin fee / account holder | $23 | $134-82.9% | $4,881-99.5% | $158-85.4% |