Filed October 15, 2021
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 4-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 COMPANY1+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,756 | $66,528+22.9% | $86,874-5.9% | $86,799-5.8% |
| Participation rate | 96.8% | 72.4%+24.4pp | 71.6%+25.2pp | 72.3%+24.5pp |
| Annual return | 0.00% | 19.56%-19.6pp | 63.52%-63.5pp | 97.91%-97.9pp |
| Employer contribution / active EE | $710 | $2,007-64.6% | $2,495-71.6% | $2,405-70.5% |
| Participant deferral / active EE | $1,167 | $3,240-64.0% | $3,699-68.5% | $4,131-71.8% |
| Admin fee / account holder | $8 | $148-94.3% | $5,828-99.9% | $170-95.0% |