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 COMPANY1 year Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $4,419 |
MATRIX TRUST COMPANY1 year Service code 18 | Trustee (directed); Other services; T... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 50 | Direct Payment | $0 |
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 | $79,687 | $80,753-1.3% | $136,294-41.5% | $62,292+27.9% |
| Participation rate | 94.1% | 73.5%+20.5pp | 81.9%+12.1pp | 69.5%+24.5pp |
| Annual return | 24.30% | 35.83%-11.5pp | 5155.94%-5131.6pp | 28.90%-4.6pp |
| Employer contribution / active EE | $9,898 | $2,884+243.2% | $4,695+110.8% | $2,042+384.7% |
| Participant deferral / active EE | $7,099 | $5,164+37.5% | $6,247+13.6% | $3,169+124.0% |
| Admin fee / account holder | $17 | $525-96.8% | $9,243-99.8% | $479-96.5% |