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.6+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $62,427 |
FINANCIAL DESIGNS, INC6+ years Service code 27 1116 VISTA PARK DRIVE · FOREST, VA 245514550 | Advisory (Plan) | $34,939 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,075 | $69,362-32.1% | $101,248-53.5% | $73,488-35.9% |
| Participation rate | 92.7% | 68.4%+24.4pp | 75.8%+16.9pp | 70.7%+22.1pp |
| Annual return | 9.88% | 18.46%-8.6pp | 46.47%-36.6pp | 28.51%-18.6pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,707 | $3,300+12.4% | $4,370-15.2% | $3,740-0.9% |
| Admin fee / account holder | $435 | $704-38.2% | $5,945-92.7% | $513-15.3% |