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 |
Employer contribution per participant 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 | $101,656 | $89,652+13.4% | $141,162-28.0% | $65,185+56.0% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.5%+3.2pp | 70.2%+15.5pp |
| Annual return | 33.66% | 32.79%+0.9pp | 71.39%-37.7pp | 29.38%+4.3pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $13,179 | $5,691+131.6% | $6,709+96.4% | $3,514+275.1% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |