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 COMPANY9+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Claims processing; Trustee (bank, tru... | $25,820 |
MATRIX CLEARANCE AND SETTLEMENT9+ 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 | $23,267 | $51,045-54.4% | $70,515-67.0% | $71,457-67.4% |
| Participation rate | 94.2% | 59.4%+34.8pp | 68.3%+25.9pp | 67.9%+26.3pp |
| Annual return | 16.58% | 42.63%-26.0pp | 32.77%-16.2pp | 28.85%-12.3pp |
| Employer contribution / active EE | $739 | $1,790-58.7% | $2,973-75.2% | $2,588-71.4% |
| Participant deferral / active EE | $3,177 | $3,026+5.0% | $4,567-30.4% | $4,289-25.9% |
| Admin fee / account holder | $124 | $1,994-93.8% | $6,412-98.1% | $1,587-92.2% |