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 COMPANY2 years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $3,947 |
MATRIX TRUST COMPANY2 years Service code 18 | Trustee (directed); Other services; T... | $0 |
MATRIX TRUST COMPANY2 years 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 | $80,240 | $77,813+3.1% | $123,544-35.1% | $64,186+25.0% |
| Participation rate | 91.7% | 74.7%+17.0pp | 82.3%+9.4pp | 69.6%+22.1pp |
| Annual return | 0.14% | 12.48%-12.3pp | 119.20%-119.1pp | 7.63%-7.5pp |
| Employer contribution / active EE | $5,707 | $3,014+89.4% | $4,628+23.3% | $2,381+139.7% |
| Participant deferral / active EE | $9,280 | $5,240+77.1% | $6,426+44.4% | $3,470+167.5% |
| Admin fee / account holder | $34 | $5,519-99.4% | $9,284-99.6% | $4,888-99.3% |