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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY3 years Filed as: MATRIX WEALTH MANAGEMENT, INC Service code 27 6991 E CAMELBACK RD · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $24,588 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 28 420 MONTGOMERY ST · SAN FRANCISCO, CA 94104 | Investment Management | $7,758 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 95-1411037 | Recordkeeping Fees | $1,425 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,834 | $80,724-51.9% | $103,333-62.4% | $74,495-47.9% |
| Participation rate | 81.1% | 65.7%+15.4pp | 74.5%+6.6pp | 67.2%+13.9pp |
| Annual return | 10.28% | 27.56%-17.3pp | 24.88%-14.6pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $3,746 | $3,157+18.6% | $3,868-3.2% | $2,623+42.8% |
| Participant deferral / active EE | $3,562 | $3,860-7.7% | $5,057-29.6% | $4,346-18.0% |
| Admin fee / account holder | $72 | $2,368-97.0% | $8,355-99.1% | $1,942-96.3% |