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 COMPANY10+ years Service code 15 · EIN 47-0321480 | Recordkeeping | $116,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,131 | $95,880-50.8% | $107,525-56.2% | $85,563-44.9% |
| Participation rate | 99.1% | 70.1%+29.0pp | 75.1%+24.0pp | 66.0%+33.1pp |
| Annual return | 18.75% | 68.06%-49.3pp | 181.32%-162.6pp | 31.51%-12.8pp |
| Employer contribution / active EE | $1,915 | $3,812-49.8% | $3,754-49.0% | $2,654-27.8% |
| Participant deferral / active EE | $5,468 | $4,201+30.2% | $5,116+6.9% | $4,375+25.0% |
| Admin fee / account holder | $246 | $1,025-76.0% | $8,919-97.2% | $834-70.5% |