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 15 · EIN 61-1381380 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, KY 40504 | Recordkeeping | $49,435 |
Filed as: MASS MUTUAL LIFE Service code 51 · EIN 04-2746212 | Investment Mgmt Fees | $40,741 |
HCI-EBS, INC.2 years Service code 15 · EIN 52-2061078 424 GRAVES MILL ROAD, SUITE 300 · LYNCHBURG, VA 24502 | Recordkeeping | $9,621 |
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 | $109,792 | $73,638+49.1% | $95,952+14.4% | $73,488+49.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 8.17% | 16.78%-8.6pp | 91.61%-83.4pp | 28.51%-20.3pp |
| Employer contribution / active EE | $2,263 | $1,863+21.4% | $2,541-11.0% | $2,270-0.3% |
| Participant deferral / active EE | $4,704 | $3,617+30.1% | $4,167+12.9% | $3,740+25.8% |
| Admin fee / account holder | $594 | $482+23.2% | $6,795-91.3% | $513+15.8% |