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 Service code 25 · EIN 75-3182674 | Directed Trustee | $0 |
MORGAN STANLEY SMITH BARNEY5+ 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 | $1,169,583 | $89,652+1204.6% | $141,162+728.5% | $65,185+1694.3% |
| Participation rate | 88.2% | 74.7%+13.5pp | 82.5%+5.7pp | 70.2%+18.0pp |
| Annual return | 22.51% | 32.79%-10.3pp | 71.39%-48.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $14,190 | $3,065+363.0% | $4,735+199.7% | $2,177+551.9% |
| Participant deferral / active EE | $19,567 | $5,691+243.8% | $6,709+191.6% | $3,514+456.9% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |