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 COMPANY3+ years Service code 12 · EIN 47-0321480 | Claims processing; Recordkeeping and ... | $57,513 |
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 | $22,142 | $55,449-60.1% | $83,848-73.6% | $56,287-60.7% |
| Participation rate | 93.9% | 68.0%+25.9pp | 76.1%+17.7pp | 69.9%+24.0pp |
| Annual return | -6.86% | -1.38%-5.5pp | 850.88%-857.7pp | -9.96%+3.1pp |
| Employer contribution / active EE | $676 | $2,430-72.2% | $3,631-81.4% | $2,111-68.0% |
| Participant deferral / active EE | $3,212 | $2,935+9.4% | $4,082-21.3% | $3,350-4.1% |
| Admin fee / account holder | $245 | $656-62.7% | $5,478-95.5% | $521-53.0% |