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 COMPANY5 years Service code 12 · EIN 47-0321480 | Recordkeeping fees; Participant loan ... | $12,101 |
Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,943 | $65,061+19.8% | $143,757-45.8% | $66,914+16.5% |
| Participation rate | 97.5% | 65.2%+32.4pp | 80.3%+17.2pp | 69.8%+27.7pp |
| Annual return | -18.21% | -11.14%-7.1pp | -0.04%-18.2pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,351 | $2,361-0.4% | $4,951-52.5% | $2,544-7.6% |
| Participant deferral / active EE | $4,383 | $2,919+50.2% | $5,637-22.3% | $4,237+3.4% |
| Admin fee / account holder | $86 | $502-82.8% | $14,673-99.4% | $593-85.4% |