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 13 · EIN 61-1381380 | Contract Administrator | $1,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,241 | $123,793-30.3% | $177,821-51.5% | $79,858+8.0% |
| Participation rate | 96.2% | 84.7%+11.5pp | 87.7%+8.4pp | 69.6%+26.5pp |
| Annual return | 12.00% | 22.82%-10.8pp | 48.32%-36.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,487 | $4,095-39.3% | $5,918-58.0% | $2,471+0.6% |
| Participant deferral / active EE | $4,854 | $5,956-18.5% | $7,714-37.1% | $3,740+29.8% |
| Admin fee / account holder | $12 | $7,243-99.8% | $12,427-99.9% | $5,306-99.8% |