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 COMPANY4 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 | $941,145 | $84,487+1014.0% | $125,339+650.9% | $66,914+1306.5% |
| Participation rate | 93.7% | 76.4%+17.3pp | 82.4%+11.3pp | 69.8%+23.9pp |
| Annual return | -13.45% | -8.39%-5.1pp | 572.05%-585.5pp | 1.58%-15.0pp |
| Employer contribution / active EE | $15,310 | $3,553+330.9% | $4,814+218.1% | $2,544+501.8% |
| Participant deferral / active EE | $23,094 | $6,781+240.6% | $7,446+210.1% | $4,237+445.1% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |