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 |
|---|---|---|
WESTMINISTER FINANICAL ADVISORS,LLC3+ years Service code 26 424 GRAVES MILL ROAD · LYNCHBURG, VA 24502 | Advisory (Participants) | $17,852 |
UNIFIED TRUST COMPANY, N.A.3+ years Service code 13 · EIN 61-1381380 | Contract Administrator | $10,902 |
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 | $60,767 | $63,346-4.1% | $92,233-34.1% | $70,131-13.4% |
| Participation rate | 75.9% | 68.7%+7.3pp | 76.5%-0.5pp | 69.5%+6.4pp |
| Annual return | 12.08% | 530.12%-518.0pp | 176.28%-164.2pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,317 | $2,471-46.7% | $3,679-64.2% | $2,342-43.8% |
| Participant deferral / active EE | $2,757 | $2,854-3.4% | $3,897-29.2% | $3,332-17.2% |
| Admin fee / account holder | $385 | $3,840-90.0% | $5,194-92.6% | $4,645-91.7% |