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 COMPANY3 years Service code 26 · EIN 65-1214236 | Advisory (Participants) | $13,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,865 | $73,867-65.0% | $143,757-82.0% | $68,494-62.2% |
| Participation rate | 67.3% | 66.7%+0.7pp | 80.3%-13.0pp | 67.9%-0.5pp |
| Annual return | -14.04% | 1.01%-15.1pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,266 | $3,184-60.2% | $4,951-74.4% | $2,596-51.2% |
| Participant deferral / active EE | $2,311 | $3,384-31.7% | $5,637-59.0% | $4,027-42.6% |
| Admin fee / account holder | $181 | $5,755-96.9% | $14,673-98.8% | $5,403-96.7% |