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.2+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $5,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,759 | $54,368-26.9% | $117,039-66.0% | $62,292-36.2% |
| Participation rate | 45.2% | 64.9%-19.7pp | 77.2%-32.0pp | 69.5%-24.3pp |
| Annual return | 11.25% | 21.77%-10.5pp | 18.95%-7.7pp | 28.90%-17.6pp |
| Employer contribution / active EE | $0 | $1,692-100.0% | $3,785-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,609 | $2,269-29.1% | $3,929-59.0% | $3,169-49.2% |
| Admin fee / account holder | $41 | $493-91.7% | $5,974-99.3% | $479-91.4% |