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 |
|---|---|---|
MATRIX TRUST COMPANY2 years Service code 21 · EIN 75-3182674 | Bank Trustee | $130,966 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $803,298-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 56.4%-56.4pp | 2.1%-2.1pp |
| Annual return | 12.74% | 9.14%+3.6pp | 10.48%+2.3pp | 9.14%+3.6pp |
| Employer contribution / active EE | $7,690 | $19,963-61.5% | $34,979-78.0% | $19,963-61.5% |
| Participant deferral / active EE | $0 | $919-100.0% | $11-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $3,829-100.0% | $200-100.0% |