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 |
|---|---|---|
Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1381380 | Contract Administrator | $24,380 |
Service code 27 24 WEST PICCADILLY ST · WINCHESTER, VA 22601 | Advisory (Plan) | $8,144 |
Employer contribution per participant 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 | $17,150 | $55,453-69.1% | $170,442-89.9% | $62,292-72.5% |
| Participation rate | 91.3% | 66.4%+24.9pp | 83.6%+7.7pp | 69.5%+21.8pp |
| Annual return | 16.12% | 21.38%-5.3pp | 205.93%-189.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $171 | $2,164-92.1% | $5,433-96.8% | $2,042-91.6% |
| Participant deferral / active EE | $2,292 | $2,303-0.5% | $4,939-53.6% | $3,169-27.7% |
| Admin fee / account holder | $124 | $455-72.7% | $13,880-99.1% | $479-74.1% |