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 COMPANY5+ years Service code 12 · EIN 47-0321480 | Trustee (bank, trust company, or simi... | $13,773 |
MATRIX CLEARANCE AND SETTLEMENT5+ years Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,442 | $47,922-53.2% | $75,886-70.4% | $65,185-65.6% |
| Participation rate | 75.0% | 63.0%+12.0pp | 69.3%+5.7pp | 70.2%+4.8pp |
| Annual return | 19.36% | 24.12%-4.8pp | 30.76%-11.4pp | 29.38%-10.0pp |
| Employer contribution / active EE | $381 | $1,557-75.6% | $2,500-84.8% | $2,177-82.5% |
| Participant deferral / active EE | $1,305 | $2,550-48.8% | $3,603-63.8% | $3,514-62.9% |
| Admin fee / account holder | $93 | $532-82.5% | $5,418-98.3% | $847-89.0% |