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 COMPANY4+ years Service code 12 · EIN 47-0321480 | Trustee (directed); Recordkeeping fee... | $72,549 |
MATRIX CLEARANCE AND SETTLEMENT4+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,534 | $50,175+44.6% | $99,443-27.1% | $65,185+11.3% |
| Participation rate | 95.0% | 68.4%+26.6pp | 73.8%+21.2pp | 70.2%+24.8pp |
| Annual return | 6.70% | 25.36%-18.7pp | 30.72%-24.0pp | 29.38%-22.7pp |
| Employer contribution / active EE | $1,095 | $1,496-26.8% | $2,540-56.9% | $2,177-49.7% |
| Participant deferral / active EE | $3,370 | $2,748+22.7% | $3,619-6.9% | $3,514-4.1% |
| Admin fee / account holder | $268 | $398-32.7% | $6,250-95.7% | $847-68.4% |