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 |
|---|---|---|
Filed as: UNITED BANK Service code 27 · EIN 55-0641179 | Advisory (Plan) | $36,516 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,751 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,254 | $76,050-20.8% | $96,544-37.6% | $71,457-15.7% |
| Participation rate | 94.8% | 74.4%+20.4pp | 76.0%+18.8pp | 67.9%+26.8pp |
| Annual return | 25.72% | 22.81%+2.9pp | 25.84%-0.1pp | 28.85%-3.1pp |
| Employer contribution / active EE | $5,066 | $2,244+125.7% | $2,965+70.9% | $2,588+95.8% |
| Participant deferral / active EE | $5,670 | $4,215+34.5% | $4,851+16.9% | $4,289+32.2% |
| Admin fee / account holder | $135 | $2,707-95.0% | $8,252-98.4% | $1,587-91.5% |