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.2 years Service code 13 · EIN 61-1381380 | Contract Administrator | $28,724 |
Filed as: KESTRA ADVISOR SERVICES, LLC Service code 27 5707 SOUTHWEST PARKWAY, BLDG 2 · AUSTON, TX 78735 | Advisory (Plan) | $26,286 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,196 | $59,186+52.4% | $76,768+17.5% | $56,287+60.2% |
| Participation rate | 68.7% | 75.2%-6.5pp | 77.0%-8.3pp | 69.9%-1.2pp |
| Annual return | -5.63% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,459 | $1,759+39.8% | $2,485-1.1% | $2,111+16.5% |
| Participant deferral / active EE | $4,946 | $3,255+52.0% | $3,852+28.4% | $3,350+47.7% |
| Admin fee / account holder | $567 | $489+16.0% | $6,675-91.5% | $521+8.9% |