See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY7 years Service code 15 · EIN 47-0321480 | Recordkeeping | $11,853 |
Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,754 | $55,415+99.9% | $155,509-28.8% | $74,495+48.7% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 17.96% | 268.50%-250.5pp | 64.67%-46.7pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $2,616 | $2,267+15.4% | $4,672-44.0% | $2,623-0.2% |
| Participant deferral / active EE | $5,003 | $2,836+76.4% | $5,626-11.1% | $4,346+15.1% |
| Admin fee / account holder | $81 | $1,738-95.3% | $15,912-99.5% | $1,942-95.8% |