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 7-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 year Service code 19 · EIN 75-3182674 717 17TH ST STE 1300 · DENVER, CO 80202 | Securities Custodian | $4,192 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,085 | $104,317-52.0% | $159,436-68.6% | $86,799-42.3% |
| Participation rate | 70.3% | 77.7%-7.4pp | 82.8%-12.6pp | 72.3%-2.0pp |
| Annual return | 35.23% | 26.32%+8.9pp | 263.57%-228.3pp | 97.91%-62.7pp |
| Employer contribution / active EE | $21 | $3,451-99.4% | $4,829-99.6% | $2,405-99.1% |
| Participant deferral / active EE | $11,449 | $6,837+67.5% | $7,352+55.7% | $4,131+177.2% |
| Admin fee / account holder | $18 | $172-89.8% | $10,799-99.8% | $170-89.6% |