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 Filed as: UNIFIED TRUST COMPANY N.A. Service code 13 · EIN 61-1256314 | Contract Administrator | $4,330 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,319 | $52,467-63.2% | $57,179-66.2% | $55,167-65.0% |
| Participation rate | 80.5% | 75.8%+4.6pp | 75.3%+5.1pp | 69.0%+11.5pp |
| Annual return | 3.98% | 7.72%-3.7pp | 14.59%-10.6pp | 169.23%-165.2pp |
| Employer contribution / active EE | $1,326 | $2,477-46.5% | $2,682-50.6% | $1,963-32.5% |
| Participant deferral / active EE | $1,246 | $2,830-56.0% | $3,096-59.7% | $3,054-59.2% |
| Admin fee / account holder | $27 | $269-89.8% | $3,139-99.1% | $504-94.6% |