Filed September 2, 2025
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 7-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.2 years Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1256314 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, KY 40504 | Contract Administrator | $52,118 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 27 501 E MCBEE AVENUE SUITE 101 · GREENVILLE, SC 29601 | Advisory (Plan) | $12,069 |
Filed as: VOYA FINANCIAL Service code 13 · EIN 71-0294708 | Contract Administrator | $2,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,448 | $56,095-81.4% | $178,490-94.1% | $90,288-88.4% |
| Participation rate | 60.2% | 65.6%-5.4pp | 81.9%-21.8pp | 73.4%-13.2pp |
| Annual return | 11.20% | 28.81%-17.6pp | 151.07%-139.9pp | 53.97%-42.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $724 | $2,669-72.9% | $5,202-86.1% | $4,232-82.9% |
| Admin fee / account holder | $68 | $101-32.5% | $13,984-99.5% | $114-40.4% |