See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNITED BANK, INC. Service code 16 · EIN 55-6100340 | Consulting | $16,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,726 | $43,550-20.3% | $63,517-45.3% | $52,331-33.6% |
| Participation rate | 27.0% | 65.7%-38.7pp | 71.0%-44.0pp | 68.1%-41.1pp |
| Annual return | -1.89% | 2.03%-3.9pp | -70.30%+68.4pp | 4.54%-6.4pp |
| Employer contribution / active EE | $139 | $1,351-89.7% | $2,322-94.0% | $1,882-92.6% |
| Participant deferral / active EE | $989 | $2,254-56.1% | $2,953-66.5% | $3,022-67.3% |
| Admin fee / account holder | $315 | $387-18.7% | $5,892-94.7% | $592-46.8% |