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 |
|---|---|---|
Filed as: UNITED BANK Service code 16 · EIN 55-6100340 500 VIRGINIA STREET, EAST · CHARLESTON, WV 25301 | Consulting | $11,766 |
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 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 | $7,494 | $38,969-80.8% | $109,313-93.1% | $55,167-86.4% |
| Participation rate | 78.5% | 58.2%+20.2pp | 71.3%+7.2pp | 69.0%+9.5pp |
| Annual return | 2.63% | 8.26%-5.6pp | 22.07%-19.4pp | 169.23%-166.6pp |
| Employer contribution / active EE | $451 | $1,227-63.2% | $3,892-88.4% | $1,963-77.0% |
| Participant deferral / active EE | $0 | $2,176-100.0% | $3,166-100.0% | $3,054-100.0% |
| Admin fee / account holder | $65 | $501-87.0% | $5,666-98.8% | $504-87.0% |