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 | Recordkeeping fees; Recordkeeping and... | $23,640 |
Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,742 | $132,049-1.7% | $200,582-35.3% | $74,304+74.6% |
| Participation rate | 96.2% | 84.1%+12.1pp | 86.9%+9.3pp | 60.3%+35.8pp |
| Annual return | 15.55% | 22.22%-6.7pp | 42.33%-26.8pp | 29.43%-13.9pp |
| Employer contribution / active EE | $7,838 | $4,558+72.0% | $6,419+22.1% | $2,241+249.7% |
| Participant deferral / active EE | $3,570 | $7,213-50.5% | $9,331-61.7% | $3,767-5.2% |
| Admin fee / account holder | $157 | $2,405-93.5% | $16,305-99.0% | $2,969-94.7% |