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 COMPANY7+ years Service code 12 · EIN 47-0321480 | Participant communication; Trustee (d... | $78,326 |
MATRIX CLEARANCE AND SETTLEMENT7+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,395 | $42,901+33.8% | $91,220-37.1% | $64,808-11.4% |
| Participation rate | 96.1% | 68.1%+28.0pp | 73.2%+22.9pp | 71.5%+24.7pp |
| Annual return | -16.08% | -13.53%-2.6pp | 114.01%-130.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,094 | $1,571-30.4% | $2,850-61.6% | $2,506-56.3% |
| Participant deferral / active EE | $3,593 | $3,501+2.6% | $4,234-15.1% | $4,310-16.6% |
| Admin fee / account holder | $258 | $131+96.5% | $5,420-95.2% | $188+37.2% |