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 COMPANY10+ years Service code 12 · EIN 47-0321480 | Claims processing; Participant commun... | $201,537 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $45,000 |
MATRIX CLEARANCE AND SETTLEMENT10+ years Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,079 | $106,028-40.5% | $146,958-57.1% | $77,643-18.8% |
| Participation rate | 92.0% | 78.4%+13.6pp | 82.2%+9.8pp | 70.6%+21.4pp |
| Annual return | 17.50% | 56.73%-39.2pp | 418.34%-400.8pp | 31.24%-13.7pp |
| Employer contribution / active EE | $4,026 | $4,063-0.9% | $4,933-18.4% | $2,726+47.7% |
| Participant deferral / active EE | $8,083 | $7,990+1.2% | $8,070+0.2% | $4,647+73.9% |
| Admin fee / account holder | $262 | $337-22.3% | $12,998-98.0% | $430-39.1% |