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 |
|---|---|---|
UNION BANK & TRUST COMPANY2 years Service code 12 · EIN 47-0321480 | Investment management fees paid direc... | $925 |
Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,904 | $49,451+73.7% | $79,550+8.0% | $66,914+28.4% |
| Participation rate | 74.3% | 61.3%+12.9pp | 69.5%+4.8pp | 69.8%+4.5pp |
| Annual return | -13.95% | 84.25%-98.2pp | 0.16%-14.1pp | 1.58%-15.5pp |
| Employer contribution / active EE | $522 | $1,266-58.8% | $2,413-78.4% | $2,544-79.5% |
| Participant deferral / active EE | $4,892 | $3,159+54.9% | $3,985+22.8% | $4,237+15.5% |
| Admin fee / account holder | $10 | $595-98.3% | $6,832-99.9% | $593-98.3% |