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 COMPANY2 years Service code 19 · EIN 75-3182674 717 17TH ST STE 1300 · DENVER, CO 80202 | Securities Custodian | $9,340 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,431 | $82,202-39.9% | $125,339-60.6% | $64,808-23.7% |
| Participation rate | 72.3% | 77.9%-5.6pp | 82.4%-10.1pp | 71.5%+0.8pp |
| Annual return | -9.74% | 3.48%-13.2pp | 572.05%-581.8pp | 32.82%-42.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $12,556 | $7,175+75.0% | $7,446+68.6% | $4,310+191.3% |
| Admin fee / account holder | $29 | $163-82.2% | $10,010-99.7% | $188-84.5% |