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 COMPANY5 years Service code 25 · EIN 75-3182674 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,922 | $148,534-30.0% | $135,903-23.5% | $139,434-25.5% |
| Participation rate | 47.6% | 83.9%-36.2pp | 81.9%-34.3pp | 80.3%-32.7pp |
| Annual return | 14.04% | 79.19%-65.2pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $270 | $5,243-94.8% | $4,856-94.4% | $4,751-94.3% |
| Participant deferral / active EE | $26,200 | $8,100+223.4% | $7,758+237.7% | $6,710+290.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |