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 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,727 | $73,102+7.7% | $123,544-36.3% | $56,287+39.9% |
| Participation rate | 87.7% | 74.3%+13.4pp | 82.3%+5.4pp | 69.9%+17.8pp |
| Annual return | -10.16% | 3.01%-13.2pp | 119.20%-129.4pp | -9.96%-0.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $12,405 | $5,423+128.8% | $6,426+93.1% | $3,350+270.3% |
| Admin fee / account holder | $4 | $554-99.4% | $9,284-100.0% | $521-99.3% |