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 COMPANY6 years Service code 15 · EIN 47-0321480 | Recordkeeping | $11,483 |
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 | $90,445 | $61,272+47.6% | $149,673-39.6% | $71,457+26.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 19.00% | 35.85%-16.8pp | 134.42%-115.4pp | 28.85%-9.8pp |
| Employer contribution / active EE | $2,426 | $2,378+2.0% | $4,818-49.6% | $2,588-6.2% |
| Participant deferral / active EE | $4,568 | $2,917+56.6% | $5,680-19.6% | $4,289+6.5% |
| Admin fee / account holder | $77 | $1,261-93.9% | $13,210-99.4% | $1,587-95.2% |