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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,168 | $53,777+112.3% | $134,143-14.9% | $79,858+43.0% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 14.89% | 19.01%-4.1pp | 36.33%-21.4pp | 31.71%-16.8pp |
| Employer contribution / active EE | $8,829 | $1,321+568.2% | $3,704+138.4% | $2,471+257.3% |
| Participant deferral / active EE | $9,590 | $2,420+296.3% | $3,499+174.1% | $3,740+156.4% |
| Admin fee / account holder | $10 | $3,984-99.7% | $6,684-99.8% | $5,306-99.8% |