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 | $137,837 | $237,565-42.0% | $141,162-2.4% | - |
| Participation rate | 99.0% | 70.1%+28.8pp | 82.5%+16.5pp | - |
| Annual return | 21.31% | 19.47%+1.8pp | 71.39%-50.1pp | - |
| Employer contribution / active EE | $4,108 | $2,430+69.0% | $4,735-13.3% | - |
| Participant deferral / active EE | $8,202 | $5,165+58.8% | $6,709+22.2% | - |
| Admin fee / account holder | $0 | $15,211-100.0% | $10,261-100.0% | - |