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 COMPANY3 years Service code 12 · EIN 47-0321480 | Sub-transfer agency fees; Participant... | $700 |
Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,110 | $55,449+13.8% | $83,848-24.7% | $56,287+12.1% |
| Participation rate | 89.4% | 68.0%+21.4pp | 76.1%+13.3pp | 69.9%+19.6pp |
| Annual return | -5.14% | -1.38%-3.8pp | 850.88%-856.0pp | -9.96%+4.8pp |
| Employer contribution / active EE | $2,889 | $2,430+18.9% | $3,631-20.4% | $2,111+36.9% |
| Participant deferral / active EE | $3,236 | $2,935+10.2% | $4,082-20.7% | $3,350-3.4% |
| Admin fee / account holder | $5 | $656-99.2% | $5,478-99.9% | $521-99.0% |