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 15 · EIN 61-1381380 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, KY 40504 | Recordkeeping | $53,278 |
Filed as: MASS MUTUAL LIFE Service code 51 · EIN 04-2746212 | Investment Mgmt Fees | $37,972 |
HCI-EBS, INC.4 years Service code 15 · EIN 52-2061078 424 GRAVES MILL ROAD, SUITE 300 · LYNCHBURG, VA 24502 | Recordkeeping | $11,420 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,267 | $65,435+80.7% | $86,677+36.4% | $66,914+76.7% |
| Participation rate | 97.7% | 75.5%+22.3pp | 76.6%+21.2pp | 69.8%+27.9pp |
| Annual return | -10.96% | -10.89%-0.1pp | 35.91%-46.9pp | 1.58%-12.5pp |
| Employer contribution / active EE | $2,152 | $2,1530% | $2,836-24.1% | $2,544-15.4% |
| Participant deferral / active EE | $4,496 | $4,100+9.6% | $4,656-3.4% | $4,237+6.1% |
| Admin fee / account holder | $658 | $642+2.6% | $7,493-91.2% | $593+10.9% |