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 COMPANY3+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Custodial (other than securities); Cu... | $519 |
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 | $68,794 | $40,479+69.9% | $78,210-12.0% | $62,292+10.4% |
| Participation rate | 99.5% | 54.6%+44.9pp | 68.7%+30.8pp | 69.5%+30.0pp |
| Annual return | 21.23% | 66.31%-45.1pp | 40.90%-19.7pp | 28.90%-7.7pp |
| Employer contribution / active EE | $1,069 | $1,024+4.4% | $2,034-47.4% | $2,042-47.6% |
| Participant deferral / active EE | $2,819 | $1,718+64.1% | $2,823-0.1% | $3,169-11.0% |
| Admin fee / account holder | $18 | $376-95.2% | $3,758-99.5% | $479-96.2% |