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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,247 | $82,664+60.0% | $125,339+5.5% | $68,494+93.1% |
| Participation rate | 97.3% | 75.0%+22.3pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -13.68% | -5.97%-7.7pp | 572.05%-585.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $4,000 | $3,381+18.3% | $4,814-16.9% | $2,596+54.1% |
| Participant deferral / active EE | $9,184 | $6,110+50.3% | $7,446+23.3% | $4,027+128.1% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |