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 | $146,069 | $82,664+76.7% | $125,339+16.5% | $68,494+113.3% |
| Participation rate | 93.8% | 75.0%+18.8pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -11.07% | -5.97%-5.1pp | 572.05%-583.1pp | -7.84%-3.2pp |
| Employer contribution / active EE | $3,993 | $3,381+18.1% | $4,814-17.0% | $2,596+53.8% |
| Participant deferral / active EE | $9,107 | $6,110+49.0% | $7,446+22.3% | $4,027+126.1% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |