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 |
|---|---|---|
Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1256314 | Contract Administrator | $50,065 |
TRUTINA FINANCIAL6+ years Service code 27 10811 MAIN STREET · BELLEVUE, WA 98004 | Advisory (Plan) | $42,645 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,459 | $73,638+36.4% | $95,952+4.7% | $73,488+36.7% |
| Participation rate | 95.8% | 76.2%+19.6pp | 77.1%+18.7pp | 70.7%+25.1pp |
| Annual return | 11.33% | 16.78%-5.5pp | 91.61%-80.3pp | 28.51%-17.2pp |
| Employer contribution / active EE | $2,129 | $1,863+14.3% | $2,541-16.2% | $2,270-6.2% |
| Participant deferral / active EE | $5,612 | $3,617+55.2% | $4,167+34.7% | $3,740+50.1% |
| Admin fee / account holder | $431 | $482-10.6% | $6,795-93.7% | $513-16.0% |