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 COMPANY2 years 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 | $47,230 | $57,281-17.5% | $86,612-45.5% | $75,163-37.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.90% | 2670.75%-2653.9pp | 591.07%-574.2pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,946 | $2,314+27.3% | $3,022-2.5% | $2,670+10.3% |
| Participant deferral / active EE | $4,511 | $3,318+36.0% | $4,438+1.7% | $4,125+9.4% |
| Admin fee / account holder | $19 | $4,112-99.5% | $5,614-99.7% | $5,651-99.7% |