See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,592 | $46,674+134.8% | $117,472-6.7% | $68,494+60.0% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -16.74% | -14.52%-2.2pp | 29.74%-46.5pp | -7.84%-8.9pp |
| Employer contribution / active EE | $7,806 | $1,505+418.8% | $4,176+86.9% | $2,596+200.7% |
| Participant deferral / active EE | $7,544 | $2,636+186.2% | $4,070+85.3% | $4,027+87.3% |
| Admin fee / account holder | $6 | $4,020-99.9% | $5,645-99.9% | $5,403-99.9% |