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 | $43,639 |
FINANCIAL DESIGNS, INC2+ years Service code 27 1116 VISTA PARK DRIVE · FOREST, VA 245514550 | Advisory (Plan) | $27,992 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,580 | $52,884-40.3% | $84,750-62.7% | $55,167-42.8% |
| Participation rate | 84.3% | 67.5%+16.8pp | 76.6%+7.7pp | 69.0%+15.3pp |
| Annual return | 10.36% | 18.03%-7.7pp | 22.78%-12.4pp | 169.23%-158.9pp |
| Employer contribution / active EE | $45 | $2,233-98.0% | $3,574-98.8% | $1,963-97.7% |
| Participant deferral / active EE | $2,734 | $2,644+3.4% | $3,712-26.3% | $3,054-10.5% |
| Admin fee / account holder | $358 | $581-38.3% | $5,332-93.3% | $504-28.9% |