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 COMPANY5+ years Service code 12 · EIN 47-0321480 | Sub-transfer agency fees; Participant... | $46,836 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $75,695 | $62,928+20.3% | $172,739-56.2% | $67,579+12.0% |
| Participation rate | 61.9% | 64.5%-2.6pp | 82.6%-20.8pp | 71.3%-9.4pp |
| Annual return | 22.38% | 30.36%-8.0pp | 802.84%-780.5pp | 378.56%-356.2pp |
| Employer contribution / active EE | $1,317 | $1,636-19.5% | $5,143-74.4% | $2,148-38.7% |
| Participant deferral / active EE | $2,971 | $2,145+38.5% | $5,198-42.8% | $3,539-16.0% |
| Admin fee / account holder | $221 | $167+32.6% | $13,954-98.4% | $142+55.3% |