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 | $49,694 |
FINANCIAL DESIGNS, INC4+ years Service code 27 1116 VISTA PARK DRIVE · FOREST, VA 245514550 | Advisory (Plan) | $37,247 |
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 | $29,594 | $55,449-46.6% | $83,848-64.7% | $56,287-47.4% |
| Participation rate | 92.9% | 68.0%+24.9pp | 76.1%+16.8pp | 69.9%+23.0pp |
| Annual return | -5.90% | -1.38%-4.5pp | 850.88%-856.8pp | -9.96%+4.1pp |
| Employer contribution / active EE | $161 | $2,430-93.4% | $3,631-95.6% | $2,111-92.4% |
| Participant deferral / active EE | $3,254 | $2,935+10.9% | $4,082-20.3% | $3,350-2.9% |
| Admin fee / account holder | $349 | $656-46.8% | $5,478-93.6% | $521-33.0% |