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 COMPANY4+ years Service code 12 · EIN 47-0321480 | Claims processing; Investment managem... | $37,859 |
Filed as: GABRIEL, BURGER, & ELSE, CPA, PC Service code 10 · EIN 27-3544017 | Accounting | $7,750 |
MATRIX CLEARANCE AND SETTLEMENT4+ 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 | $62,143 | $37,196+67.1% | $154,107-59.7% | $55,725+11.5% |
| Participation rate | 64.0% | 64.1%0pp | 83.0%-19.0pp | 70.9%-6.8pp |
| Annual return | -3.26% | 1319.68%-1322.9pp | 735.12%-738.4pp | 244.93%-248.2pp |
| Employer contribution / active EE | $1,370 | $1,614-15.1% | $5,298-74.1% | $2,078-34.1% |
| Participant deferral / active EE | $2,887 | $2,068+39.6% | $5,081-43.2% | $3,356-14.0% |
| Admin fee / account holder | $214 | $102+110.8% | $13,411-98.4% | $115+85.9% |