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 COMPANY2 years Service code 25 · EIN 75-3182674 | Directed Trustee | $0 |
Annual investment return 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 | $174,566 | $99,957+74.6% | $149,696+16.6% | $73,488+137.5% |
| Participation rate | 97.0% | 75.7%+21.3pp | 82.5%+14.5pp | 70.7%+26.3pp |
| Annual return | 9.82% | 53.87%-44.0pp | 276.60%-266.8pp | 28.51%-18.7pp |
| Employer contribution / active EE | $4,440 | $3,191+39.1% | $4,644-4.4% | $2,270+95.6% |
| Participant deferral / active EE | $7,743 | $6,073+27.5% | $6,842+13.2% | $3,740+107.1% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |