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 |
|---|---|---|
VERABANK, N.A.1 year Service code 51 · EIN 75-0187835 2531 EARL RUDDER FREEWAY S · COLLEGE STATION, TX 77845 | Investment Mgmt Fees | $12,095 |
MATRIX TRUST COMPANY1 year Service code 15 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Recordkeeping | $9,177 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,677 | $76,173-83.4% | $81,382-84.4% | $199,593-93.6% |
| Participation rate | 76.3% | 76.3%0pp | 69.5%+6.8pp | 72.0%+4.3pp |
| Annual return | 5.39% | 15.59%-10.2pp | 24.73%-19.3pp | 34.25%-28.9pp |
| Employer contribution / active EE | $0 | $2,792-100.0% | $2,463-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $3,883-100.0% | $5,087-100.0% |
| Admin fee / account holder | $7 | $146-95.3% | $5,768-99.9% | $269-97.5% |