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+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; D... | $13,434 |
FINDLEY1+ years Filed as: FINDLEY DAVES, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $5,255 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,746 | $70,002+171.1% | $115,037+64.9% | $52,331+262.6% |
| Participation rate | 97.7% | 72.1%+25.6pp | 81.4%+16.3pp | 68.1%+29.6pp |
| Annual return | -0.92% | 4.04%-5.0pp | 26.14%-27.1pp | 4.54%-5.5pp |
| Employer contribution / active EE | $2,147 | $2,715-20.9% | $4,608-53.4% | $1,882+14.1% |
| Participant deferral / active EE | $10,620 | $4,920+115.9% | $6,026+76.2% | $3,022+251.4% |
| Admin fee / account holder | $140 | $566-75.3% | $8,175-98.3% | $592-76.3% |