See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.6 years Filed as: UNIFIED TRUST COMPANY Service code 15 · EIN 61-1256314 | Recordkeeping | $6,392 |
Service code 13 · EIN 62-1757444 | Contract Administrator | $1,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,375 | $58,290+8.7% | $98,442-35.6% | $86,799-27.0% |
| Participation rate | 95.7% | 68.3%+27.3pp | 73.3%+22.3pp | 72.3%+23.4pp |
| Annual return | 23.70% | 43.48%-19.8pp | 1492.73%-1469.0pp | 97.91%-74.2pp |
| Employer contribution / active EE | $377 | $2,008-81.2% | $2,960-87.3% | $2,405-84.3% |
| Participant deferral / active EE | $5,249 | $3,152+66.5% | $4,276+22.8% | $4,131+27.1% |
| Admin fee / account holder | $27 | $138-80.1% | $5,949-99.5% | $170-83.9% |