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 COMPANY9+ years Service code 15 · EIN 47-0321480 | Recordkeeping | $112,404 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,684 | $82,917-52.1% | $103,333-61.6% | $77,643-48.9% |
| Participation rate | 97.7% | 71.6%+26.1pp | 74.5%+23.2pp | 70.6%+27.1pp |
| Annual return | 14.57% | 19.13%-4.6pp | 24.88%-10.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,936 | $3,552-45.5% | $3,868-49.9% | $2,726-29.0% |
| Participant deferral / active EE | $5,344 | $4,108+30.1% | $5,057+5.7% | $4,647+15.0% |
| Admin fee / account holder | $251 | $638-60.6% | $8,355-97.0% | $430-41.6% |