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 COMPANY8+ years Service code 15 · EIN 47-0321480 | Recordkeeping | $109,173 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,500 | $92,971-67.2% | $96,683-68.5% | $74,419-59.0% |
| Participation rate | 96.8% | 71.5%+25.2pp | 74.3%+22.4pp | 70.7%+26.0pp |
| Annual return | 19.70% | 37.49%-17.8pp | 35.69%-16.0pp | 34.38%-14.7pp |
| Employer contribution / active EE | $1,639 | $3,426-52.1% | $3,737-56.1% | $2,637-37.8% |
| Participant deferral / active EE | $4,055 | $3,970+2.1% | $4,878-16.9% | $4,528-10.4% |
| Admin fee / account holder | $233 | $633-63.2% | $6,730-96.5% | $348-33.1% |