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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.
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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 COMPANY1 year Service code 18 · EIN 75-3182674 | Custodial (other than securities); Cu... | $5,471 |
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 | $120,423 | $137,414-12.4% | $189,513-36.5% | $85,850+40.3% |
| Participation rate | 78.5% | 84.6%-6.2pp | 87.8%-9.3pp | 69.3%+9.1pp |
| Annual return | 15.48% | 38.14%-22.7pp | 555.15%-539.7pp | 318.53%-303.1pp |
| Employer contribution / active EE | $176 | $4,344-95.9% | $6,162-97.1% | $2,565-93.1% |
| Participant deferral / active EE | $9,053 | $6,260+44.6% | $8,221+10.1% | $3,952+129.1% |
| Admin fee / account holder | $56 | $8,630-99.3% | $12,045-99.5% | $6,260-99.1% |