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.3 years Service code 21 · EIN 61-1256314 | Bank Trustee | $26,342 |
CHALK CULLUM & ASSOCIATES3 years Service code 26 121 COUNTRYSIDE COURT · SOUTHLAKE, TX 76092 | Advisory (Participants) | $21,824 |
RETIREMENTPLANS.COM, LLC3 years Service code 13 · EIN 80-0968774 | Contract Administrator | $1,110 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,899 | $99,957+11.9% | $149,696-25.2% | $73,488+52.3% |
| Participation rate | 88.1% | 75.7%+12.4pp | 82.5%+5.7pp | 70.7%+17.5pp |
| Annual return | 13.97% | 53.87%-39.9pp | 276.60%-262.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $2,524 | $3,191-20.9% | $4,644-45.7% | $2,270+11.2% |
| Participant deferral / active EE | $8,074 | $6,073+33.0% | $6,842+18.0% | $3,740+115.9% |
| Admin fee / account holder | $340 | $551-38.3% | $9,309-96.3% | $513-33.8% |