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 13 · EIN 61-1381380 | Contract Administrator | $750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,047 | $109,359-19.5% | $162,163-45.7% | $72,985+20.6% |
| Participation rate | 91.3% | 84.3%+7.0pp | 87.6%+3.7pp | 69.5%+21.8pp |
| Annual return | 16.96% | 25.46%-8.5pp | 115.59%-98.6pp | 81.00%-64.0pp |
| Employer contribution / active EE | $2,189 | $3,907-44.0% | $5,614-61.0% | $2,440-10.3% |
| Participant deferral / active EE | $4,656 | $5,481-15.1% | $7,298-36.2% | $3,607+29.1% |
| Admin fee / account holder | $8 | $7,972-99.9% | $10,843-99.9% | $5,124-99.8% |