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 |
|---|---|---|
Service code 16 · EIN 58-2449984 | Consulting | $6,997 |
Filed as: UNIFIED TRUST COMPANY Service code 19 · EIN 61-1256314 | Securities Custodian | $5,006 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,121 | $89,739-68.7% | $149,718-81.2% | $62,292-54.9% |
| Participation rate | 90.0% | 85.1%+4.9pp | 87.1%+2.9pp | 69.5%+20.5pp |
| Annual return | 16.78% | 21.01%-4.2pp | 1501.63%-1484.9pp | 28.90%-12.1pp |
| Employer contribution / active EE | $2,457 | $3,233-24.0% | $5,445-54.9% | $2,042+20.3% |
| Participant deferral / active EE | $4,166 | $4,797-13.2% | $6,569-36.6% | $3,169+31.5% |
| Admin fee / account holder | $95 | $551-82.7% | $11,283-99.2% | $479-80.1% |