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 COMPANY7 years Service code 12 · EIN 47-0321480 | Trustee (bank, trust company, or simi... | $5,791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,087 | $80,717-51.6% | $154,803-74.8% | $84,808-53.9% |
| Participation rate | 94.5% | 66.8%+27.7pp | 78.1%+16.4pp | 68.3%+26.2pp |
| Annual return | 17.01% | 37.96%-20.9pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,830 | $2,761+38.7% | $4,305-11.0% | $2,631+45.6% |
| Participant deferral / active EE | $3,454 | $3,303+4.6% | $5,540-37.7% | $4,212-18.0% |
| Admin fee / account holder | $47 | $6,746-99.3% | $14,329-99.7% | $7,344-99.4% |