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 COMPANY10+ years Service code 12 · EIN 47-0321480 | Trustee (directed); Participant commu... | $62,124 |
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 | $101,598 | $50,815+99.9% | $155,509-34.7% | $77,643+30.9% |
| Participation rate | 64.8% | 63.1%+1.7pp | 78.2%-13.4pp | 70.6%-5.8pp |
| Annual return | 18.82% | 34.80%-16.0pp | 64.67%-45.8pp | 31.24%-12.4pp |
| Employer contribution / active EE | $1,881 | $1,993-5.6% | $4,672-59.7% | $2,726-31.0% |
| Participant deferral / active EE | $4,509 | $2,822+59.8% | $5,626-19.9% | $4,647-3.0% |
| Admin fee / account holder | $253 | $437-42.2% | $15,912-98.4% | $430-41.3% |