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 8-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 |
|---|---|---|
UNITY INSURANCE GROUP1+ years Service code 53 · EIN 20-5392565 | Insurance Commissions | $62,606 |
Service code 15 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Recordkeeping | $41,821 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $11,330 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,317 | $80,177-73.4% | $123,892-82.8% | $57,658-63.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 0.83% | 17.90%-17.1pp | 47.52%-46.7pp | 5.13%-4.3pp |
| Employer contribution / active EE | $1,954 | $2,913-32.9% | $4,617-57.7% | $1,974-1.0% |
| Participant deferral / active EE | $188 | $5,130-96.3% | $5,984-96.9% | $3,061-93.9% |
| Admin fee / account holder | $145 | $106+36.2% | $8,357-98.3% | $95+53.2% |