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 COMPANY2 years Service code 12 · EIN 47-0321480 | Sub-transfer agency fees; Trustee (ba... | $10,588 |
Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
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 | $71,351 | $52,953+34.7% | $172,739-58.7% | $65,185+9.5% |
| Participation rate | 89.8% | 66.2%+23.6pp | 82.6%+7.2pp | 70.2%+19.6pp |
| Annual return | 22.56% | 30.12%-7.6pp | 802.84%-780.3pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,942 | $2,190-11.3% | $5,143-62.2% | $2,177-10.8% |
| Participant deferral / active EE | $3,354 | $2,471+35.7% | $5,198-35.5% | $3,514-4.6% |
| Admin fee / account holder | $88 | $472-81.3% | $13,954-99.4% | $847-89.6% |