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 PO BOX 82535 · LINCOLN, NE 685012535 | Participant communication; Investment... | $21,551 |
MATRIX CLEARANCE AND SETTLEMENT4+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
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 | $21,629 | $42,396-49.0% | $67,313-67.9% | $56,287-61.6% |
| Participation rate | 92.9% | 61.0%+31.9pp | 69.1%+23.8pp | 69.9%+23.1pp |
| Annual return | -3.94% | -36.63%+32.7pp | -4.08%+0.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $311 | $1,414-78.0% | $2,566-87.9% | $2,111-85.3% |
| Participant deferral / active EE | $2,179 | $2,360-7.7% | $3,568-38.9% | $3,350-35.0% |
| Admin fee / account holder | $150 | $510-70.6% | $4,507-96.7% | $521-71.3% |