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 |
|---|---|---|
Service code 13 · EIN 62-1757444 | Contract Administrator | $2,785 |
UNIFIED TRUST COMPANY, N.A.3 years Filed as: UNIFIED TRUST COMPANY Service code 15 · EIN 61-1256314 | Recordkeeping | $2,350 |
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 | $44,820 | $43,999+1.9% | $79,464-43.6% | $55,725-19.6% |
| Participation rate | 80.1% | 66.9%+13.1pp | 73.3%+6.7pp | 70.9%+9.2pp |
| Annual return | 0.63% | 1.81%-1.2pp | 718.14%-717.5pp | 244.93%-244.3pp |
| Employer contribution / active EE | $370 | $1,830-79.8% | $2,800-86.8% | $2,078-82.2% |
| Participant deferral / active EE | $3,842 | $2,538+51.4% | $3,704+3.7% | $3,356+14.5% |
| Admin fee / account holder | $23 | $118-80.3% | $5,113-99.5% | $115-79.9% |