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 10-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 COMPANY2 years Service code 15 · EIN 47-0321480 | Recordkeeping | $11,366 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,887 | $55,415+100.1% | $155,509-28.7% | $74,495+48.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.47% | 268.50%-253.0pp | 64.67%-49.2pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $7,226 | $2,267+218.7% | $4,672+54.7% | $2,623+175.5% |
| Participant deferral / active EE | $5,946 | $2,836+109.7% | $5,626+5.7% | $4,346+36.8% |
| Admin fee / account holder | $75 | $1,738-95.7% | $15,912-99.5% | $1,942-96.1% |