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.7 years Filed as: UNIFIED TRUST COMPANY Service code 15 · EIN 61-1256314 | Recordkeeping | $8,317 |
Service code 13 · EIN 62-1757444 | Contract Administrator | $3,636 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,690 | $47,722+18.8% | $82,719-31.5% | $64,808-12.5% |
| Participation rate | 96.8% | 67.6%+29.2pp | 72.6%+24.3pp | 71.5%+25.4pp |
| Annual return | -12.60% | -13.05%+0.4pp | 701.18%-713.8pp | 32.82%-45.4pp |
| Employer contribution / active EE | $348 | $2,179-84.0% | $3,009-88.4% | $2,506-86.1% |
| Participant deferral / active EE | $5,943 | $3,329+78.5% | $4,395+35.2% | $4,310+37.9% |
| Admin fee / account holder | $41 | $143-71.7% | $5,329-99.2% | $188-78.4% |