Filed March 15, 2022
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 COMPANY11+ years Service code 12 · EIN 47-0321480 | Recordkeeping and information managem... | $41,258 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,460 | $56,767+13.6% | $101,794-36.7% | $85,563-24.7% |
| Participation rate | 94.4% | 57.6%+36.8pp | 69.2%+25.2pp | 66.0%+28.4pp |
| Annual return | 18.96% | 17.76%+1.2pp | 30.53%-11.6pp | 31.51%-12.6pp |
| Employer contribution / active EE | $1,513 | $1,112+36.0% | $2,289-33.9% | $2,654-43.0% |
| Participant deferral / active EE | $4,775 | $2,720+75.6% | $4,084+16.9% | $4,375+9.1% |
| Admin fee / account holder | $60 | $1,098-94.6% | $8,777-99.3% | $834-92.8% |