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 COMPANY8+ years Service code 12 · EIN 47-0321480 | Recordkeeping and information managem... | $72,318 |
MATRIX CLEARANCE AND SETTLEMENT8+ 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.
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 | $55,573 | $49,808+11.6% | $95,745-42.0% | $74,419-25.3% |
| Participation rate | 97.3% | 66.6%+30.8pp | 72.3%+25.1pp | 70.7%+26.6pp |
| Annual return | 13.39% | 24.91%-11.5pp | 28.35%-15.0pp | 34.38%-21.0pp |
| Employer contribution / active EE | $1,160 | $1,639-29.2% | $2,835-59.1% | $2,637-56.0% |
| Participant deferral / active EE | $4,016 | $3,739+7.4% | $4,245-5.4% | $4,528-11.3% |
| Admin fee / account holder | $225 | $311-27.8% | $5,678-96.0% | $348-35.4% |