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 COMPANY5+ years Service code 12 · EIN 47-0321480 | Trustee (directed); Trustee (bank, tr... | $74,608 |
MATRIX CLEARANCE AND SETTLEMENT5+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $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 | $70,658 | $55,214+28.0% | $104,607-32.5% | $73,488-3.9% |
| Participation rate | 96.9% | 67.8%+29.0pp | 74.1%+22.8pp | 70.7%+26.2pp |
| Annual return | 9.16% | 24.79%-15.6pp | 340.46%-331.3pp | 28.51%-19.3pp |
| Employer contribution / active EE | $1,171 | $1,468-20.2% | $2,681-56.3% | $2,270-48.4% |
| Participant deferral / active EE | $3,683 | $2,925+25.9% | $3,740-1.5% | $3,740-1.5% |
| Admin fee / account holder | $271 | $424-36.0% | $6,473-95.8% | $513-47.1% |