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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,423 | $61,156-69.9% | $185,823-90.1% | $79,386-76.8% |
| Participation rate | 44.2% | 66.6%-22.4pp | 81.7%-37.5pp | 70.7%-26.5pp |
| Annual return | 22.60% | 19.45%+3.2pp | 122.05%-99.5pp | 116.85%-94.3pp |
| Employer contribution / active EE | $415 | $2,321-82.1% | $5,167-92.0% | $2,427-82.9% |
| Participant deferral / active EE | $1,404 | $2,789-49.6% | $5,568-74.8% | $4,046-65.3% |
| Admin fee / account holder | $26 | $710-96.4% | $16,237-99.8% | $626-95.9% |