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 COMPANY8+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Trustee (bank, trust company, or simi... | $22,125 |
MATRIX CLEARANCE AND SETTLEMENT8+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,031 | $63,442-66.9% | $68,791-69.4% | $66,914-68.6% |
| Participation rate | 93.3% | 60.0%+33.4pp | 69.0%+24.3pp | 69.8%+23.5pp |
| Annual return | -3.72% | -8.29%+4.6pp | -6.38%+2.7pp | 1.58%-5.3pp |
| Employer contribution / active EE | $759 | $1,775-57.3% | $2,655-71.4% | $2,544-70.2% |
| Participant deferral / active EE | $3,313 | $2,945+12.5% | $3,941-15.9% | $4,237-21.8% |
| Admin fee / account holder | $115 | $577-80.0% | $4,932-97.7% | $593-80.6% |