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 | $40,617 |
EPOCH CONSULTING GROUP1+ years Service code 27 435 E STREET, SUITE B · SANTA ROSA, CA 95404 | Advisory (Plan) | $33,013 |
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 | $90,671 | $31,109+191.5% | $67,711+33.9% | $52,331+73.3% |
| Participation rate | 88.9% | 54.0%+34.9pp | 67.5%+21.4pp | 68.1%+20.8pp |
| Annual return | -0.26% | 23.70%-24.0pp | 25.41%-25.7pp | 4.54%-4.8pp |
| Employer contribution / active EE | $5,025 | $1,076+367.2% | $2,559+96.4% | $1,882+167.1% |
| Participant deferral / active EE | $3,971 | $1,970+101.5% | $3,585+10.8% | $3,022+31.4% |
| Admin fee / account holder | $452 | $466-3.1% | $4,255-89.4% | $592-23.6% |