See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY10+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Claims processing; Recordkeeping fees... | $29,505 |
MATRIX CLEARANCE AND SETTLEMENT10+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,183 | $54,517-53.8% | $75,972-66.9% | $74,495-66.2% |
| Participation rate | 96.5% | 60.3%+36.2pp | 69.1%+27.4pp | 67.2%+29.3pp |
| Annual return | 12.06% | 31.82%-19.8pp | 359.55%-347.5pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $781 | $1,777-56.0% | $2,685-70.9% | $2,623-70.2% |
| Participant deferral / active EE | $3,233 | $3,066+5.4% | $4,255-24.0% | $4,346-25.6% |
| Admin fee / account holder | $137 | $2,229-93.8% | $6,467-97.9% | $1,942-92.9% |