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 Filed as: UNION BANK & TRUST Service code 15 · EIN 47-0321480 | Recordkeeping | $8,550 |
INDEPENDENCE BANK3 years Service code 21 · EIN 61-1347065 | Bank Trustee | $8,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,450 | $66,601-82.8% | $92,893-87.7% | $67,579-83.1% |
| Participation rate | 29.6% | 72.5%-42.9pp | 76.0%-46.4pp | 71.3%-41.7pp |
| Annual return | 18.18% | 92.58%-74.4pp | 109.41%-91.2pp | 378.56%-360.4pp |
| Employer contribution / active EE | $704 | $2,775-74.6% | $3,653-80.7% | $2,148-67.2% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $108 | $199-45.8% | $5,794-98.1% | $142-24.3% |