See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 36-3132823 | Plan Administrator | $39,804 |
MATRIX TRUST COMPANY4 years Service code 18 · EIN 71-3182674 | Trustee (directed); Custodial (other ... | $2,941 |
Participant contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,840 | $95,274-88.6% | $135,903-92.0% | $74,419-85.4% |
| Participation rate | 77.5% | 78.2%-0.7pp | 81.9%-4.4pp | 70.7%+6.7pp |
| Annual return | 29.25% | 32.77%-3.5pp | 68.23%-39.0pp | 34.38%-5.1pp |
| Employer contribution / active EE | $2,021 | $3,874-47.8% | $4,856-58.4% | $2,637-23.4% |
| Participant deferral / active EE | $2,813 | $7,782-63.9% | $7,758-63.7% | $4,528-37.9% |
| Admin fee / account holder | $17 | $266-93.8% | $10,762-99.8% | $348-95.2% |