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 Filed as: UNIFIED TRUST COMPANY Service code 15 · EIN 61-1256314 | Recordkeeping | $2,100 |
Service code 13 · EIN 62-1757444 | Contract Administrator | $1,700 |
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 | $53,989 | $54,237-0.5% | $90,281-40.2% | $67,579-20.1% |
| Participation rate | 81.1% | 68.6%+12.5pp | 73.3%+7.8pp | 71.3%+9.8pp |
| Annual return | 26.02% | 37.27%-11.3pp | 78.10%-52.1pp | 378.56%-352.5pp |
| Employer contribution / active EE | $366 | $1,846-80.2% | $2,854-87.2% | $2,148-83.0% |
| Participant deferral / active EE | $4,229 | $2,625+61.1% | $3,885+8.8% | $3,539+19.5% |
| Admin fee / account holder | $16 | $123-87.1% | $5,351-99.7% | $142-88.8% |