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 COMPANY3+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 62 · EIN 75-3182674 | Float revenue | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,702 | $80,753+9.8% | $136,294-34.9% | $62,292+42.4% |
| Participation rate | 88.4% | 73.5%+14.9pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 19.34% | 35.83%-16.5pp | 5155.94%-5136.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $13,891 | $5,164+169.0% | $6,247+122.4% | $3,169+338.3% |
| Admin fee / account holder | $2 | $525-99.6% | $9,243-100.0% | $479-99.6% |