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 |
|---|---|---|
LUTZ & COMPANY, PC9 years Service code 10 · EIN 47-0625816 | Accounting | $20,750 |
UNION BANK & TRUST COMPANY11+ years Service code 15 PO BOX 82535 · LINCOLN, NE 68501 | Recordkeeping | $11,258 |
MATRIX CLEARANCE AND SETTLEMENT11+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,004 | $160,882+17.5% | $200,582-5.8% | $102,872+83.7% |
| Participation rate | 72.5% | 91.2%-18.6pp | 86.9%-14.3pp | 73.0%-0.5pp |
| Annual return | 18.15% | 18.15%0pp | 42.33%-24.2pp | 19.06%-0.9pp |
| Employer contribution / active EE | $4,315 | $5,602-23.0% | $6,419-32.8% | $3,526+22.4% |
| Participant deferral / active EE | $5,132 | $9,300-44.8% | $9,331-45.0% | $5,535-7.3% |
| Admin fee / account holder | $19 | $125-84.7% | $16,305-99.9% | $292-93.5% |