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 COMPANY6+ years Service code 12 · EIN 47-0321480 | Investment management fees paid direc... | $15,187 |
MATRIX CLEARANCE AND SETTLEMENT6+ years Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,398 | $55,636-66.9% | $81,983-77.6% | $73,488-75.0% |
| Participation rate | 90.1% | 62.3%+27.8pp | 69.2%+20.8pp | 70.7%+19.4pp |
| Annual return | 14.36% | 19.07%-4.7pp | 41.31%-27.0pp | 28.51%-14.2pp |
| Employer contribution / active EE | $534 | $1,625-67.1% | $2,498-78.6% | $2,270-76.5% |
| Participant deferral / active EE | $2,190 | $2,762-20.7% | $3,722-41.2% | $3,740-41.4% |
| Admin fee / account holder | $74 | $493-85.0% | $5,664-98.7% | $513-85.6% |