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.3 years Service code 13 · EIN 61-1381380 | Contract Administrator | $30,077 |
Filed as: KESTRA ADVISOR SERVICES, LLC Service code 27 5707 SOUTHWEST PARKWAY, BLDG 2 · AUSTON, TX 78735 | Advisory (Plan) | $28,202 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $103,785 | $65,376+58.8% | $87,100+19.2% | $65,185+59.2% |
| Participation rate | 68.9% | 75.3%-6.4pp | 76.9%-8.0pp | 70.2%-1.3pp |
| Annual return | 18.64% | 31.27%-12.6pp | 28.19%-9.5pp | 29.38%-10.7pp |
| Employer contribution / active EE | $2,563 | $1,822+40.6% | $2,521+1.6% | $2,177+17.7% |
| Participant deferral / active EE | $5,243 | $3,388+54.7% | $4,049+29.5% | $3,514+49.2% |
| Admin fee / account holder | $566 | $520+8.9% | $7,497-92.5% | $847-33.2% |