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 COMPANY2+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,564 | $65,061-76.1% | $143,757-89.2% | $66,914-76.7% |
| Participation rate | 49.3% | 65.2%-15.9pp | 80.3%-31.0pp | 69.8%-20.5pp |
| Annual return | -10.73% | -11.14%+0.4pp | -0.04%-10.7pp | 1.58%-12.3pp |
| Employer contribution / active EE | $506 | $2,361-78.6% | $4,951-89.8% | $2,544-80.1% |
| Participant deferral / active EE | $1,642 | $2,919-43.8% | $5,637-70.9% | $4,237-61.3% |
| Admin fee / account holder | $35 | $502-93.0% | $14,673-99.8% | $593-94.1% |