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 COMPANY5+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Recordkeeping and information managem... | $20,155 |
MATRIX CLEARANCE AND SETTLEMENT5+ 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 | $25,977 | $47,922-45.8% | $75,886-65.8% | $65,185-60.1% |
| Participation rate | 93.3% | 63.0%+30.3pp | 69.3%+24.0pp | 70.2%+23.1pp |
| Annual return | 21.02% | 24.12%-3.1pp | 30.76%-9.7pp | 29.38%-8.4pp |
| Employer contribution / active EE | $594 | $1,557-61.8% | $2,500-76.2% | $2,177-72.7% |
| Participant deferral / active EE | $2,562 | $2,550+0.5% | $3,603-28.9% | $3,514-27.1% |
| Admin fee / account holder | $139 | $532-73.8% | $5,418-97.4% | $847-83.6% |