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 7-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 COMPANY1 year Service code 26 · EIN 65-1214236 | Advisory (Participants) | $12,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,132 | $58,879-55.6% | $178,490-85.4% | $73,488-64.4% |
| Participation rate | 65.0% | 66.2%-1.3pp | 81.9%-17.0pp | 70.7%-5.7pp |
| Annual return | 19.45% | 24.86%-5.4pp | 151.07%-131.6pp | 28.51%-9.1pp |
| Employer contribution / active EE | $1,066 | $2,236-52.3% | $5,011-78.7% | $2,270-53.0% |
| Participant deferral / active EE | $2,070 | $2,567-19.4% | $5,202-60.2% | $3,740-44.6% |
| Admin fee / account holder | $171 | $400-57.3% | $13,984-98.8% | $513-66.7% |