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.6+ years Service code 15 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, KY 40504 | Recordkeeping | $47,349 |
Service code 15 32 PARKWAY COMMONS WAY · GREER, SC 29650 | Recordkeeping | $43,265 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 17 · EIN 11-3665754 | Pension Consulting | $9,174 |
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 | $98,874 | $73,638+34.3% | $95,952+3.0% | $73,488+34.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 11.03% | 16.78%-5.8pp | 91.61%-80.6pp | 28.51%-17.5pp |
| Employer contribution / active EE | $11,816 | $1,863+534.2% | $2,541+365.0% | $2,270+420.5% |
| Participant deferral / active EE | $5,189 | $3,617+43.5% | $4,167+24.5% | $3,740+38.8% |
| Admin fee / account holder | $375 | $482-22.2% | $6,795-94.5% | $513-26.9% |