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 |
|---|---|---|
FIRST UNITED BANK & TRUST3 years Service code 28 · EIN 52-0312890 19 SOUTH SECOND STREET · OAKLAND, CA 21550 | Investment Management | $18,285 |
UNITED BROKERAGE SERVICES3 years Service code 28 · EIN 55-0742331 514 FRONTIER STREET · PARKERSBURG, WV 26101 | Investment Management | $3,971 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,752 | $89,753+115.9% | $107,525+80.2% | $84,808+128.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 25.29% | 29.48%-4.2pp | 181.32%-156.0pp | 40.90%-15.6pp |
| Employer contribution / active EE | $9,059 | $3,113+191.0% | $3,754+141.3% | $2,631+244.3% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $263 | $7,222-96.4% | $8,919-97.0% | $7,344-96.4% |