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 18 · EIN 75-3182674 | Custodial (other than securities); Cu... | $5,976 |
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 | $93,167 | $110,094-15.4% | $151,611-38.5% | $68,494+36.0% |
| Participation rate | 85.7% | 84.0%+1.8pp | 87.5%-1.8pp | 67.9%+17.8pp |
| Annual return | -15.02% | -10.12%-4.9pp | 3.33%-18.4pp | -7.84%-7.2pp |
| Employer contribution / active EE | $120 | $4,471-97.3% | $6,166-98.1% | $2,596-95.4% |
| Participant deferral / active EE | $8,898 | $6,527+36.3% | $8,363+6.4% | $4,027+121.0% |
| Admin fee / account holder | $58 | $7,719-99.2% | $11,616-99.5% | $5,403-98.9% |