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 |
|---|---|---|
TRUTINA FINANCIAL5+ years Service code 27 10811 MAIN STREET · BELLEVUE, WA 98004 | Advisory (Plan) | $42,633 |
UNIFIED TRUST COMPANY, N.A.5+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $27,831 |
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 | $94,160 | $65,376+44.0% | $87,100+8.1% | $65,185+44.5% |
| Participation rate | 95.8% | 75.3%+20.5pp | 76.9%+18.9pp | 70.2%+25.6pp |
| Annual return | 19.42% | 31.27%-11.9pp | 28.19%-8.8pp | 29.38%-10.0pp |
| Employer contribution / active EE | $2,349 | $1,822+28.9% | $2,521-6.8% | $2,177+7.9% |
| Participant deferral / active EE | $6,566 | $3,388+93.8% | $4,049+62.2% | $3,514+86.9% |
| Admin fee / account holder | $310 | $520-40.3% | $7,497-95.9% | $847-63.4% |