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 | $47,855 |
FINANCIAL DESIGNS, INC3+ years Service code 27 1116 VISTA PARK DRIVE · FOREST, VA 245514550 | Advisory (Plan) | $32,188 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,818 | $58,726-37.3% | $92,233-60.1% | $62,292-40.9% |
| Participation rate | 91.2% | 68.3%+22.9pp | 76.5%+14.7pp | 69.5%+21.7pp |
| Annual return | 15.49% | 43.62%-28.1pp | 176.28%-160.8pp | 28.90%-13.4pp |
| Employer contribution / active EE | $168 | $2,392-93.0% | $3,679-95.4% | $2,042-91.8% |
| Participant deferral / active EE | $2,870 | $2,766+3.8% | $3,897-26.4% | $3,169-9.4% |
| Admin fee / account holder | $390 | $556-29.8% | $5,194-92.5% | $479-18.5% |