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 COMPANY9+ years Service code 12 · EIN 47-0321480 | Trustee (bank, trust company, or simi... | $8,088 |
MATRIX CLEARANCE AND SETTLEMENT9+ years Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
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 | $15,525 | $51,045-69.6% | $70,515-78.0% | $71,457-78.3% |
| Participation rate | 81.0% | 59.4%+21.6pp | 68.3%+12.7pp | 67.9%+13.1pp |
| Annual return | 21.90% | 42.63%-20.7pp | 32.77%-10.9pp | 28.85%-6.9pp |
| Employer contribution / active EE | $500 | $1,790-72.0% | $2,973-83.2% | $2,588-80.7% |
| Participant deferral / active EE | $2,504 | $3,026-17.2% | $4,567-45.2% | $4,289-41.6% |
| Admin fee / account holder | $34 | $1,994-98.3% | $6,412-99.5% | $1,587-97.8% |