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 |
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 | $136,699 | $80,753+69.3% | $136,294+0.3% | $62,292+119.4% |
| Participation rate | 97.5% | 73.5%+24.0pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 15.20% | 35.83%-20.6pp | 5155.94%-5140.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $4,033 | $2,884+39.9% | $4,695-14.1% | $2,042+97.5% |
| Participant deferral / active EE | $8,103 | $5,164+56.9% | $6,247+29.7% | $3,169+155.7% |
| Admin fee / account holder | $1 | $525-99.7% | $9,243-100.0% | $479-99.7% |