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 COMPANY6+ years Service code 12 · EIN 47-0321480 | Recordkeeping fees; Trustee (bank, tr... | $40,691 |
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 | $87,841 | $52,293+68.0% | $178,490-50.8% | $73,409+19.7% |
| Participation rate | 59.8% | 65.3%-5.5pp | 81.9%-22.1pp | 72.2%-12.3pp |
| Annual return | 16.06% | 34.75%-18.7pp | 151.07%-135.0pp | 59.29%-43.2pp |
| Employer contribution / active EE | $1,546 | $1,735-10.9% | $5,011-69.1% | $2,234-30.8% |
| Participant deferral / active EE | $3,362 | $2,332+44.1% | $5,202-35.4% | $3,805-11.7% |
| Admin fee / account holder | $197 | $127+54.4% | $13,984-98.6% | $158+24.5% |