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 Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $8,513 |
BANSLEY AND KIENER, LLP3+ years Filed as: BANSLEY & KIENER, LLP Service code 10 · EIN 36-2152389 | Accounting | $8,500 |
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 | $246,685 | $45,035+447.8% | $62,995+291.6% | $70,131+251.7% |
| Participation rate | 96.5% | 69.5%+26.9pp | 74.8%+21.7pp | 69.5%+26.9pp |
| Annual return | 17.30% | 18.76%-1.5pp | 87.57%-70.3pp | 73.14%-55.8pp |
| Employer contribution / active EE | $16,893 | $2,051+723.5% | $2,759+512.3% | $2,342+621.2% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $266 | $2,834-90.6% | $3,600-92.6% | $4,645-94.3% |