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; Recordkeepi... | $10,209 |
Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $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 | $70,019 | $58,879+18.9% | $178,490-60.8% | $73,488-4.7% |
| Participation rate | 98.3% | 66.2%+32.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 17.94% | 24.86%-6.9pp | 151.07%-133.1pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,902 | $2,236-14.9% | $5,011-62.0% | $2,270-16.2% |
| Participant deferral / active EE | $3,700 | $2,567+44.1% | $5,202-28.9% | $3,740-1.1% |
| Admin fee / account holder | $67 | $400-83.2% | $13,984-99.5% | $513-86.9% |