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 |
|---|---|---|
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 | Custodial (securities); Custodial (ot... | $6,867 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,343 | $138,3470% | $184,203-24.9% | $80,856+71.1% |
| Participation rate | 92.7% | 83.9%+8.9pp | 86.8%+5.9pp | 67.6%+25.1pp |
| Annual return | 13.96% | 20.02%-6.1pp | 28.81%-14.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $125 | $4,850-97.4% | $6,427-98.1% | $2,755-95.5% |
| Participant deferral / active EE | $12,816 | $7,071+81.3% | $9,131+40.4% | $4,296+198.3% |
| Admin fee / account holder | $74 | $10,483-99.3% | $13,901-99.5% | $6,918-98.9% |