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 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 | $37,555 | $51,197-26.6% | $82,719-54.6% | $66,914-43.9% |
| Participation rate | 97.3% | 67.8%+29.5pp | 72.6%+24.8pp | 69.8%+27.5pp |
| Annual return | -11.86% | -9.64%-2.2pp | 701.18%-713.0pp | 1.58%-13.4pp |
| Employer contribution / active EE | $2,036 | $2,611-22.0% | $3,009-32.3% | $2,544-20.0% |
| Participant deferral / active EE | $3,491 | $3,458+1.0% | $4,395-20.6% | $4,237-17.6% |
| Admin fee / account holder | $33 | $416-92.2% | $5,329-99.4% | $593-94.5% |