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.5+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $52,876 |
FINANCIAL DESIGNS, INC5+ years Service code 27 1116 VISTA PARK DRIVE · FOREST, VA 245514550 | Advisory (Plan) | $39,274 |
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 | $33,573 | $63,114-46.8% | $92,893-63.9% | $65,185-48.5% |
| Participation rate | 91.5% | 68.8%+22.8pp | 76.0%+15.5pp | 70.2%+21.3pp |
| Annual return | 18.04% | 28.75%-10.7pp | 109.41%-91.4pp | 29.38%-11.3pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,529 | $3,108+13.5% | $4,236-16.7% | $3,514+0.4% |
| Admin fee / account holder | $336 | $624-46.1% | $5,794-94.2% | $847-60.3% |