Filed June 4, 2026 (most recent of 6 filings on file)
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 COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,604 | $129,095+104.2% | $184,200+43.1% | $77,671+239.4% |
| Participation rate | 98.6% | 87.3%+11.2pp | 86.8%+11.7pp | 70.6%+28.0pp |
| Annual return | 15.42% | 33.29%-17.9pp | 28.80%-13.4pp | 31.21%-15.8pp |
| Employer contribution / active EE | $9,915 | $4,410+124.8% | $6,424+54.3% | $2,726+263.7% |
| Participant deferral / active EE | $6,732 | $7,300-7.8% | $9,132-26.3% | $4,648+44.8% |
| Admin fee / account holder | $25 | $256-90.3% | $13,907-99.8% | $430-94.2% |