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 COMPANY11+ years Service code 12 · EIN 47-0321480 | Trustee (bank, trust company, or simi... | $13,787 |
MATRIX CLEARANCE AND SETTLEMENT11+ years Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
Employer contribution per participant 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 | $19,236 | $59,097-67.5% | $82,389-76.7% | $74,304-74.1% |
| Participation rate | 76.7% | 52.8%+23.9pp | 69.5%+7.1pp | 60.3%+16.3pp |
| Annual return | 16.45% | 22.85%-6.4pp | 28.67%-12.2pp | 29.43%-13.0pp |
| Employer contribution / active EE | $160 | $1,601-90.0% | $2,517-93.6% | $2,241-92.9% |
| Participant deferral / active EE | $2,962 | $2,775+6.7% | $4,155-28.7% | $3,767-21.4% |
| Admin fee / account holder | $63 | $4,489-98.6% | $7,231-99.1% | $2,969-97.9% |