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 COMPANY9+ years Service code 12 · EIN 47-0321480 | Investment management fees paid direc... | $49,860 |
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 | $87,367 | $47,126+85.4% | $149,673-41.6% | $74,419+17.4% |
| Participation rate | 62.2% | 63.4%-1.2pp | 78.8%-16.6pp | 70.7%-8.6pp |
| Annual return | 21.73% | 22.75%-1.0pp | 134.42%-112.7pp | 34.38%-12.7pp |
| Employer contribution / active EE | $1,667 | $1,905-12.5% | $4,818-65.4% | $2,637-36.8% |
| Participant deferral / active EE | $3,971 | $2,728+45.6% | $5,680-30.1% | $4,528-12.3% |
| Admin fee / account holder | $204 | $343-40.6% | $13,210-98.5% | $348-41.5% |