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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,274 | $104,475+28.5% | $159,436-15.8% | $79,386+69.1% |
| Participation rate | 90.2% | 76.6%+13.5pp | 82.8%+7.3pp | 70.7%+19.5pp |
| Annual return | 28.11% | 67.95%-39.8pp | 263.57%-235.5pp | 116.85%-88.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $13,724 | $6,467+112.2% | $7,352+86.7% | $4,046+239.2% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |