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 COMPANY8+ years Service code 12 · EIN 47-0321480 | Recordkeeping and information managem... | $8,660 |
MATRIX CLEARANCE AND SETTLEMENT8+ 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 | $14,618 | $63,442-77.0% | $68,791-78.8% | $66,914-78.2% |
| Participation rate | 88.0% | 60.0%+28.0pp | 69.0%+19.0pp | 69.8%+18.2pp |
| Annual return | -15.72% | -8.29%-7.4pp | -6.38%-9.3pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,610 | $1,775-9.3% | $2,655-39.4% | $2,544-36.7% |
| Participant deferral / active EE | $2,568 | $2,945-12.8% | $3,941-34.8% | $4,237-39.4% |
| Admin fee / account holder | $42 | $577-92.8% | $4,932-99.2% | $593-93.0% |