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.1+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $39,450 |
FINANCIAL DESIGNS, INC1+ years Service code 27 1116 VISTA PARK DRIVE · FOREST, VA 245514550 | Advisory (Plan) | $26,491 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,475 | $50,464-43.6% | $75,781-62.4% | $52,331-45.6% |
| Participation rate | 87.1% | 66.8%+20.3pp | 75.8%+11.3pp | 68.1%+19.0pp |
| Annual return | -1.49% | 1.03%-2.5pp | 9.68%-11.2pp | 4.54%-6.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,432 | $2,570-5.4% | $3,651-33.4% | $3,022-19.5% |
| Admin fee / account holder | $342 | $1,103-69.0% | $5,299-93.6% | $592-42.2% |