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 COMPANY8+ years Service code 12 · EIN 47-0321480 | Trustee (directed); Claims processing... | $45,523 |
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 | $71,573 | $46,292+54.6% | $143,757-50.2% | $64,808+10.4% |
| Participation rate | 62.2% | 64.2%-2.1pp | 80.3%-18.2pp | 71.5%-9.3pp |
| Annual return | -15.57% | -10.05%-5.5pp | -0.04%-15.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,493 | $1,910-21.8% | $4,951-69.8% | $2,506-40.4% |
| Participant deferral / active EE | $3,524 | $2,646+33.2% | $5,637-37.5% | $4,310-18.2% |
| Admin fee / account holder | $193 | $154+25.4% | $14,673-98.7% | $188+2.7% |