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.1+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $59,242 |
TRUTINA FINANCIAL1+ years Service code 27 10811 MAIN STREET · BELLEVUE, WA 98004 | Advisory (Plan) | $34,198 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,379 | $54,320+48.0% | $67,652+18.8% | $52,331+53.6% |
| Participation rate | 90.2% | 73.6%+16.6pp | 75.7%+14.6pp | 68.1%+22.1pp |
| Annual return | -0.24% | 6.81%-7.0pp | 6625.04%-6625.3pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,340 | $1,544-13.2% | $2,266-40.9% | $1,882-28.8% |
| Participant deferral / active EE | $5,503 | $2,950+86.5% | $3,560+54.6% | $3,022+82.1% |
| Admin fee / account holder | $494 | $527-6.1% | $4,821-89.7% | $592-16.4% |