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 5-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 Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $4,972 |
MATRIX TRUST COMPANY1 year Service code 62 | Soft dollars commissions; Float revenue | $0 |
TD AMERITRADE, INC.2+ years Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,163 | $75,183+22.6% | $123,892-25.6% | $55,167+67.1% |
| Participation rate | 88.2% | 72.8%+15.3pp | 81.4%+6.7pp | 69.0%+19.2pp |
| Annual return | 1.94% | 19.01%-17.1pp | 47.52%-45.6pp | 169.23%-167.3pp |
| Employer contribution / active EE | $9,367 | $2,823+231.8% | $4,617+102.9% | $1,963+377.3% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $20 | $663-96.9% | $8,357-99.8% | $504-96.0% |