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 Filed as: UNIFIED TRUST COMPANY N.A. Service code 13 · EIN 61-1256314 | Contract Administrator | $5,491 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,412 | $57,976-70.0% | $62,995-72.4% | $62,292-72.0% |
| Participation rate | 97.2% | 75.9%+21.2pp | 74.8%+22.4pp | 69.5%+27.6pp |
| Annual return | 11.79% | 17.54%-5.7pp | 87.57%-75.8pp | 28.90%-17.1pp |
| Employer contribution / active EE | $1,809 | $2,415-25.1% | $2,759-34.4% | $2,042-11.4% |
| Participant deferral / active EE | $1,205 | $2,956-59.2% | $3,329-63.8% | $3,169-62.0% |
| Admin fee / account holder | $26 | $276-90.4% | $3,600-99.3% | $479-94.5% |