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 COMPANY6+ years Service code 12 · EIN 47-0321480 | Trustee (bank, trust company, or simi... | $90,813 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,786 | $78,275-60.7% | $109,143-71.8% | $86,799-64.5% |
| Participation rate | 96.6% | 73.8%+22.7pp | 75.9%+20.7pp | 72.3%+24.3pp |
| Annual return | 14.25% | 19.14%-4.9pp | 25.75%-11.5pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,187 | $3,105-61.8% | $3,722-68.1% | $2,405-50.7% |
| Participant deferral / active EE | $3,348 | $3,641-8.0% | $4,653-28.0% | $4,131-19.0% |
| Admin fee / account holder | $238 | $198+20.1% | $6,752-96.5% | $170+40.6% |