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 COMPANY3 years Service code 25 · EIN 75-3182674 | Directed Trustee | $0 |
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 | $1,221,740 | $104,475+1069.4% | $159,436+666.3% | $79,386+1439.0% |
| Participation rate | 92.1% | 76.6%+15.5pp | 82.8%+9.3pp | 70.7%+21.4pp |
| Annual return | 16.65% | 67.95%-51.3pp | 263.57%-246.9pp | 116.85%-100.2pp |
| Employer contribution / active EE | $14,224 | $3,417+316.3% | $4,829+194.5% | $2,427+486.0% |
| Participant deferral / active EE | $18,892 | $6,467+192.1% | $7,352+157.0% | $4,046+367.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |