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 26 · EIN 23-2286563 | Advisory (Participants) | $69,715 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $7,681 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,535 | $71,883+57.9% | $86,677+31.0% | $68,494+65.8% |
| Participation rate | 94.5% | 72.2%+22.3pp | 76.6%+17.9pp | 67.9%+26.6pp |
| Annual return | -17.38% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,807 | $2,173-16.8% | $2,836-36.3% | $2,596-30.4% |
| Participant deferral / active EE | $3,973 | $3,779+5.1% | $4,656-14.7% | $4,027-1.4% |
| Admin fee / account holder | $569 | $6,112-90.7% | $7,493-92.4% | $5,403-89.5% |