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 COMPANY4 years Service code 12 · EIN 47-0321480 | Trustee (bank, trust company, or simi... | $10,880 |
Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,879 | $61,156+38.8% | $185,823-54.3% | $79,386+6.9% |
| Participation rate | 97.5% | 66.6%+30.9pp | 81.7%+15.8pp | 70.7%+26.8pp |
| Annual return | 17.52% | 19.45%-1.9pp | 122.05%-104.5pp | 116.85%-99.3pp |
| Employer contribution / active EE | $2,007 | $2,321-13.5% | $5,167-61.2% | $2,427-17.3% |
| Participant deferral / active EE | $4,093 | $2,789+46.8% | $5,568-26.5% | $4,046+1.2% |
| Admin fee / account holder | $73 | $710-89.8% | $16,237-99.6% | $626-88.4% |