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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.
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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY4 years Service code 18 · EIN 75-3182674 | Custodial (securities); Trustee (dire... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $375,885 | $52,406+617.3% | $129,207+190.9% | $74,495+404.6% |
| Participation rate | 98.2% | 53.8%+44.4pp | 69.6%+28.6pp | 67.2%+31.0pp |
| Annual return | 10.33% | 15.66%-5.3pp | 9417.33%-9407.0pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $14,941 | $1,531+876.2% | $4,153+259.8% | $2,623+469.6% |
| Participant deferral / active EE | $11,730 | $2,794+319.8% | $4,168+181.5% | $4,346+169.9% |
| Admin fee / account holder | $1 | $2,633-100.0% | $7,715-100.0% | $1,942-100.0% |