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 COMPANY9+ years Service code 12 · EIN 47-0321480 | Trustee (directed); Investment manage... | $76,863 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,007 | $59,054+11.8% | $97,226-32.1% | $77,643-15.0% |
| Participation rate | 98.2% | 67.9%+30.3pp | 72.7%+25.5pp | 70.6%+27.6pp |
| Annual return | 25.11% | 16.96%+8.2pp | 75.13%-50.0pp | 31.24%-6.1pp |
| Employer contribution / active EE | $1,238 | $1,742-28.9% | $2,729-54.6% | $2,726-54.6% |
| Participant deferral / active EE | $4,213 | $3,930+7.2% | $4,264-1.2% | $4,647-9.3% |
| Admin fee / account holder | $228 | $346-34.1% | $5,654-96.0% | $430-47.0% |