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.5+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $55,238 |
EPOCH CONSULTING GROUP5+ years Service code 27 435 E STREET, SUITE B · SANTA ROSA, CA 95404 | Advisory (Plan) | $44,713 |
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 | $137,151 | $38,365+257.5% | $84,611+62.1% | $65,185+110.4% |
| Participation rate | 88.0% | 55.7%+32.4pp | 68.2%+19.8pp | 70.2%+17.8pp |
| Annual return | 18.60% | 32.00%-13.4pp | 258.74%-240.1pp | 29.38%-10.8pp |
| Employer contribution / active EE | $5,899 | $1,258+368.7% | $2,652+122.4% | $2,177+171.0% |
| Participant deferral / active EE | $5,594 | $2,278+145.5% | $3,899+43.5% | $3,514+59.2% |
| Admin fee / account holder | $552 | $451+22.3% | $4,912-88.8% | $847-34.8% |