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 3-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 Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $52 |
MATRIX TRUST COMPANY1+ years Service code 19 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $2,159 | $46,292-95.3% | $143,757-98.5% | $64,808-96.7% |
| Participation rate | 73.6% | 64.2%+9.4pp | 80.3%-6.7pp | 71.5%+2.2pp |
| Annual return | 0.00% | -10.05%+10.0pp | -0.04%0pp | 32.82%-32.8pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,791 | $2,646-32.3% | $5,637-68.2% | $4,310-58.5% |
| Admin fee / account holder | $25 | $154-83.9% | $14,673-99.8% | $188-86.8% |