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 Filed as: UNION BANK & TRUST Service code 15 · EIN 47-0321480 | Recordkeeping | $9,460 |
INDEPENDENCE BANK4 years Service code 21 · EIN 61-1347065 | Bank Trustee | $9,208 |
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 | $12,482 | $91,517-86.4% | $101,248-87.7% | $73,409-83.0% |
| Participation rate | 38.0% | 73.8%-35.8pp | 75.8%-37.9pp | 72.2%-34.2pp |
| Annual return | 13.32% | 17.17%-3.8pp | 46.47%-33.2pp | 59.29%-46.0pp |
| Employer contribution / active EE | $842 | $2,877-70.7% | $3,660-77.0% | $2,234-62.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $117 | $216-45.7% | $5,945-98.0% | $158-25.8% |