Filed May 21, 2026
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 COMPANY5+ years Filed as: UNION BANK & TRUST Service code 15 · EIN 47-0321480 | Recordkeeping | $27,596 |
RINEY HANCOCK CPAS PSC5+ years Filed as: RINEY HANCOCK & CO PSC Service code 10 · EIN 61-0920132 | Accounting | $19,962 |
WITHUMSMITH+BROWN, PC5+ years Filed as: FROST BROWN TODD LLC Service code 29 | Legal | $18,440 |
MERCER5+ years Filed as: MERCER CAPITAL Service code 34 · EIN 62-1154641 | Valuation (appraisals, etc.) | $15,022 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,048 | $88,515+72.9% | $162,163-5.6% | $67,579+126.5% |
| Participation rate | 88.2% | 86.8%+1.4pp | 87.6%+0.7pp | 71.3%+16.9pp |
| Annual return | 10.51% | 27.04%-16.5pp | 115.59%-105.1pp | 378.56%-368.0pp |
| Employer contribution / active EE | $1,767 | $3,563-50.4% | $5,614-68.5% | $2,148-17.7% |
| Participant deferral / active EE | $5,229 | $5,724-8.7% | $7,298-28.4% | $3,539+47.7% |
| Admin fee / account holder | $177 | $124+43.0% | $10,843-98.4% | $142+24.3% |