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 COMPANY1+ years Service code 12 · EIN 47-0321480 | Trustee (bank, trust company, or simi... | $28,314 |
MATRIX CLEARANCE AND SETTLEMENT1+ years Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,599 | $37,117+33.6% | $147,614-66.4% | $55,191-10.1% |
| Participation rate | 59.3% | 63.6%-4.3pp | 84.6%-25.3pp | 69.2%-9.9pp |
| Annual return | -0.00% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,072 | $1,620-33.8% | $5,564-80.7% | $1,899-43.5% |
| Participant deferral / active EE | $2,322 | $1,985+17.0% | $4,895-52.6% | $3,046-23.8% |
| Admin fee / account holder | $131 | $86+53.2% | $11,611-98.9% | $91+44.4% |