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 4-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 |
|---|---|---|
UNION BANK & TRUST COMPANY4+ years Service code 12 · EIN 47-0321480 | Investment management fees paid direc... | $59,297 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $44,848 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,962 | $119,446+8.8% | $150,045-13.4% | $85,563+51.9% |
| Participation rate | 96.2% | 75.4%+20.7pp | 82.3%+13.8pp | 66.0%+30.2pp |
| Annual return | 16.26% | 23.72%-7.5pp | 62.55%-46.3pp | 31.51%-15.3pp |
| Employer contribution / active EE | $3,111 | $4,078-23.7% | $4,693-33.7% | $2,654+17.2% |
| Participant deferral / active EE | $9,171 | $7,985+14.9% | $7,997+14.7% | $4,375+109.6% |
| Admin fee / account holder | $223 | $548-59.3% | $13,435-98.3% | $834-73.3% |