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 | Claims processing; Investment managem... | $84,733 |
MATRIX CLEARANCE AND SETTLEMENT3+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,316 | $37,591+84.4% | $90,645-23.5% | $55,725+24.4% |
| Participation rate | 96.1% | 66.4%+29.7pp | 74.0%+22.0pp | 70.9%+25.2pp |
| Annual return | 12.22% | -3.20%+15.4pp | 1.88%+10.3pp | 244.93%-232.7pp |
| Employer contribution / active EE | $1,031 | $1,302-20.8% | $2,532-59.3% | $2,078-50.4% |
| Participant deferral / active EE | $3,029 | $2,643+14.6% | $3,425-11.6% | $3,356-9.7% |
| Admin fee / account holder | $307 | $100+207.1% | $4,994-93.9% | $115+166.5% |