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 9-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 |
|---|---|---|
Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1256314 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, KY 40504 | Contract Administrator | $34,385 |
GROUP BENEFIT STRATEGIES1 year Service code 27 32 PARKWAY COMMONS WAY · GREER, SC 29650 | Advisory (Plan) | $6,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,648 | $78,419-92.8% | $133,956-95.8% | $73,409-92.3% |
| Participation rate | 60.3% | 78.6%-18.3pp | 79.8%-19.6pp | 72.2%-11.9pp |
| Annual return | 8.46% | 33.35%-24.9pp | 45.09%-36.6pp | 59.29%-50.8pp |
| Employer contribution / active EE | $678 | $2,044-66.8% | $3,919-82.7% | $2,234-69.7% |
| Participant deferral / active EE | $775 | $3,925-80.3% | $5,048-84.7% | $3,805-79.6% |
| Admin fee / account holder | $122 | $161-24.5% | $8,927-98.6% | $158-22.9% |