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 | $12,382 |
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 | $8,581 | $63,156-86.4% | $122,332-93.0% | $62,292-86.2% |
| Participation rate | 88.0% | 60.0%+28.0pp | 71.6%+16.4pp | 69.5%+18.5pp |
| Annual return | 13.79% | 20.61%-6.8pp | 30.27%-16.5pp | 28.90%-15.1pp |
| Employer contribution / active EE | $493 | $1,385-64.4% | $4,050-87.8% | $2,042-75.9% |
| Participant deferral / active EE | $0 | $2,321-100.0% | $3,287-100.0% | $3,169-100.0% |
| Admin fee / account holder | $66 | $440-85.0% | $5,478-98.8% | $479-86.2% |