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 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, KY 40504 | Recordkeeping | $41,386 |
Service code 15 32 PARKWAY COMMONS WAY · GREER, SC 29650 | Recordkeeping | $37,946 |
ASCENSUS LLC2 years Filed as: ASCENSUS, INC. Service code 17 · EIN 11-3665754 | Pension Consulting | $12,845 |
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 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 | $72,228 | $59,186+22.0% | $76,768-5.9% | $56,287+28.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -4.13% | 6.62%-10.7pp | 2.43%-6.6pp | -9.96%+5.8pp |
| Employer contribution / active EE | $5,444 | $1,759+209.6% | $2,485+119.1% | $2,111+157.9% |
| Participant deferral / active EE | $4,468 | $3,255+37.3% | $3,852+16.0% | $3,350+33.4% |
| Admin fee / account holder | $356 | $489-27.2% | $6,675-94.7% | $521-31.7% |