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 25 · EIN 75-3182674 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,116,446 | $99,957+1016.9% | $149,696+645.8% | $73,488+1419.2% |
| Participation rate | 97.9% | 75.7%+22.2pp | 82.5%+15.5pp | 70.7%+27.3pp |
| Annual return | 12.48% | 53.87%-41.4pp | 276.60%-264.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $14,954 | $3,191+368.6% | $4,644+222.0% | $2,270+558.7% |
| Participant deferral / active EE | $19,244 | $6,073+216.9% | $6,842+181.3% | $3,740+414.6% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |