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 COMPANY7+ years Service code 12 · EIN 47-0321480 | Trustee (bank, trust company, or simi... | $122,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,121 | $106,236-75.4% | $112,228-76.7% | $64,808-59.7% |
| Participation rate | 97.5% | 71.7%+25.9pp | 75.1%+22.5pp | 71.5%+26.1pp |
| Annual return | -17.45% | -6.02%-11.4pp | 27.45%-44.9pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,496 | $3,166-52.7% | $3,635-58.8% | $2,506-40.3% |
| Participant deferral / active EE | $3,977 | $3,785+5.1% | $4,728-15.9% | $4,310-7.7% |
| Admin fee / account holder | $290 | $452-35.8% | $6,410-95.5% | $188+54.4% |