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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,990 | $98,750+166.3% | $149,696+75.7% | $79,858+229.3% |
| Participation rate | 98.8% | 75.8%+23.1pp | 82.5%+16.3pp | 69.6%+29.2pp |
| Annual return | 9.86% | 27.43%-17.6pp | 276.60%-266.7pp | 31.71%-21.9pp |
| Employer contribution / active EE | $16,507 | $3,216+413.2% | $4,644+255.4% | $2,471+568.1% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |