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 COMPANY5+ years Service code 12 · EIN 47-0321480 | Trustee (bank, trust company, or simi... | $68,459 |
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 | $30,337 | $91,517-66.9% | $101,248-70.0% | $73,409-58.7% |
| Participation rate | 97.7% | 73.8%+23.9pp | 75.8%+21.9pp | 72.2%+25.5pp |
| Annual return | 21.05% | 17.17%+3.9pp | 46.47%-25.4pp | 59.29%-38.2pp |
| Employer contribution / active EE | $1,251 | $2,877-56.5% | $3,660-65.8% | $2,234-44.0% |
| Participant deferral / active EE | $3,487 | $3,338+4.5% | $4,370-20.2% | $3,805-8.4% |
| Admin fee / account holder | $218 | $216+1.0% | $5,945-96.3% | $158+38.1% |