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 | Investment management fees paid direc... | $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 | $56,047+15.0% | $98,716-34.7% | $79,634-19.1% |
| Participation rate | 94.4% | 54.6%+39.7pp | 69.3%+25.1pp | 62.5%+31.9pp |
| Annual return | 18.96% | 17.58%+1.4pp | 31.81%-12.9pp | 36.46%-17.5pp |
| Employer contribution / active EE | $1,513 | $1,237+22.3% | $2,279-33.6% | $2,529-40.2% |
| Participant deferral / active EE | $4,775 | $2,469+93.4% | $4,048+18.0% | $3,835+24.5% |
| Admin fee / account holder | $60 | $1,512-96.0% | $8,703-99.3% | $1,002-94.0% |