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 |
|---|---|---|
Service code 26 · EIN 23-2286563 | Advisory (Participants) | $64,065 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $8,646 |
MATRIX TRUST COMPANY2 years 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 | $145,117 | $76,050+90.8% | $96,544+50.3% | $71,457+103.1% |
| Participation rate | 87.7% | 74.4%+13.3pp | 76.0%+11.8pp | 67.9%+19.8pp |
| Annual return | 18.27% | 22.81%-4.5pp | 25.84%-7.6pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,503 | $2,244-33.0% | $2,965-49.3% | $2,588-41.9% |
| Participant deferral / active EE | $3,215 | $4,215-23.7% | $4,851-33.7% | $4,289-25.0% |
| Admin fee / account holder | $586 | $2,707-78.3% | $8,252-92.9% | $1,587-63.1% |