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.5+ years Service code 15 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, KY 40504 | Recordkeeping | $44,342 |
Service code 15 32 PARKWAY COMMONS WAY · GREER, SC 29650 | Recordkeeping | $39,639 |
ASCENSUS LLC3 years Filed as: ASCENSUS, INC. Service code 17 · EIN 11-3665754 | Pension Consulting | $14,165 |
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.
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 | $88,949 | $65,376+36.1% | $87,100+2.1% | $65,185+36.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 17.73% | 31.27%-13.5pp | 28.19%-10.5pp | 29.38%-11.7pp |
| Employer contribution / active EE | $7,444 | $1,822+308.5% | $2,521+195.3% | $2,177+242.0% |
| Participant deferral / active EE | $4,514 | $3,388+33.2% | $4,049+11.5% | $3,514+28.5% |
| Admin fee / account holder | $382 | $520-26.5% | $7,497-94.9% | $847-54.9% |