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 9-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.1+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $4,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,359 | $46,761-28.7% | $106,619-68.7% | $57,658-42.1% |
| Participation rate | 47.2% | 56.9%-9.7pp | 78.0%-30.8pp | 70.2%-23.0pp |
| Annual return | 346.21% | 15.77%+330.4pp | 9.42%+336.8pp | 5.13%+341.1pp |
| Employer contribution / active EE | $0 | $1,274-100.0% | $3,947-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $787 | $1,954-59.8% | $3,930-80.0% | $3,061-74.3% |
| Admin fee / account holder | $31 | $97-68.4% | $6,418-99.5% | $95-67.7% |