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 Filed as: UNIFIED TRUST COMPANY Service code 15 · EIN 61-1256314 | Recordkeeping | $2,875 |
Service code 13 · EIN 62-1757444 | Contract Administrator | $2,550 |
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 | $54,803 | $52,670+4.1% | $90,404-39.4% | $73,409-25.3% |
| Participation rate | 96.1% | 67.7%+28.5pp | 72.7%+23.4pp | 72.2%+24.0pp |
| Annual return | 12.21% | 20.70%-8.5pp | 1293.02%-1280.8pp | 59.29%-47.1pp |
| Employer contribution / active EE | $402 | $1,872-78.5% | $3,262-87.7% | $2,234-82.0% |
| Participant deferral / active EE | $4,659 | $2,807+66.0% | $3,963+17.5% | $3,805+22.4% |
| Admin fee / account holder | $29 | $117-75.6% | $5,611-99.5% | $158-81.9% |