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 COMPANY4 years Service code 18 | Trustee (directed); Other services; C... | $0 |
MATRIX TRUST COMPANY4 years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $0 |
MATRIX TRUST COMPANY4 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 | $97,566 | $99,957-2.4% | $149,696-34.8% | $73,488+32.8% |
| Participation rate | 81.7% | 75.7%+6.0pp | 82.5%-0.7pp | 70.7%+11.1pp |
| Annual return | 13.81% | 53.87%-40.1pp | 276.60%-262.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $2,198 | $3,191-31.1% | $4,644-52.7% | $2,270-3.2% |
| Participant deferral / active EE | $8,450 | $6,073+39.2% | $6,842+23.5% | $3,740+126.0% |
| Admin fee / account holder | $24 | $551-95.7% | $9,309-99.7% | $513-95.4% |