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 COMPANY4+ years Service code 12 · EIN 47-0321480 | Claims processing; Sub-transfer agenc... | $59,018 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,512 | $63,114-56.4% | $92,893-70.4% | $65,185-57.8% |
| Participation rate | 97.7% | 68.8%+29.0pp | 76.0%+21.7pp | 70.2%+27.5pp |
| Annual return | 26.59% | 28.75%-2.2pp | 109.41%-82.8pp | 29.38%-2.8pp |
| Employer contribution / active EE | $659 | $2,571-74.4% | $3,653-82.0% | $2,177-69.7% |
| Participant deferral / active EE | $2,900 | $3,108-6.7% | $4,236-31.6% | $3,514-17.5% |
| Admin fee / account holder | $226 | $624-63.7% | $5,794-96.1% | $847-73.3% |