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 COMPANY3 years Service code 18 · EIN 75-3182674 | Custodial (securities); Custodial (ot... | $5,925 |
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 | $113,619 | $125,758-9.7% | $169,993-33.2% | $75,163+51.2% |
| Participation rate | 92.6% | 83.6%+9.0pp | 87.0%+5.6pp | 67.2%+25.4pp |
| Annual return | 17.32% | 27.20%-9.9pp | 53.37%-36.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $137 | $4,615-97.0% | $6,785-98.0% | $2,670-94.9% |
| Participant deferral / active EE | $11,425 | $6,837+67.1% | $10,408+9.8% | $4,125+177.0% |
| Admin fee / account holder | $56 | $8,173-99.3% | $12,815-99.6% | $5,651-99.0% |