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 COMPANY3+ years Service code 12 · EIN 47-0321480 | Recordkeeping fees; Sub-transfer agen... | $58,411 |
MATRIX CLEARANCE AND SETTLEMENT3+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,456 | $64,954+88.5% | $115,752+5.8% | $62,292+96.6% |
| Participation rate | 96.9% | 73.0%+23.9pp | 77.8%+19.2pp | 69.5%+27.4pp |
| Annual return | 16.22% | 24.87%-8.6pp | 19.41%-3.2pp | 28.90%-12.7pp |
| Employer contribution / active EE | $4,286 | $2,344+82.9% | $3,492+22.7% | $2,042+109.9% |
| Participant deferral / active EE | $3,770 | $3,665+2.8% | $5,204-27.6% | $3,169+19.0% |
| Admin fee / account holder | $374 | $414-9.5% | $6,278-94.0% | $479-21.9% |