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 Service code 62 · EIN 75-3182674 | Float revenue | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $0 |
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 | $971,105 | $73,102+1228.4% | $123,544+686.0% | $56,287+1625.3% |
| Participation rate | 93.6% | 74.3%+19.3pp | 82.3%+11.3pp | 69.9%+23.7pp |
| Annual return | -2.06% | 3.01%-5.1pp | 119.20%-121.3pp | -9.96%+7.9pp |
| Employer contribution / active EE | $15,268 | $2,977+412.9% | $4,628+229.9% | $2,111+623.3% |
| Participant deferral / active EE | $18,265 | $5,423+236.8% | $6,426+184.3% | $3,350+445.3% |
| Admin fee / account holder | $28 | $554-95.0% | $9,284-99.7% | $521-94.7% |