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 10-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 COMPANY6+ years Filed as: MATRIX SETTLEMENT AND CLEARANCE SER Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $29,557 |
CALIFORNIA PENSION ADMIN6+ years Service code 15 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Recordkeeping | $21,898 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,382 | $52,670-36.6% | $90,404-63.1% | $73,409-54.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 13.95% | 20.70%-6.7pp | 1293.02%-1279.1pp | 59.29%-45.3pp |
| Employer contribution / active EE | $1,793 | $1,872-4.2% | $3,262-45.0% | $2,234-19.7% |
| Participant deferral / active EE | $2,852 | $2,807+1.6% | $3,963-28.0% | $3,805-25.0% |
| Admin fee / account holder | $45 | $117-61.3% | $5,611-99.2% | $158-71.4% |