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 COMPANY6+ years Filed as: MATRIX FINANCIAL SOLUTIONS (MFS) Service code 15 · EIN 20-1591048 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Recordkeeping | $85,843 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 C/O FUTUREPLAN · KANSAS CITY, MO 64121 | Pension Consulting | $73,223 |
MATRIX TRUST COMPANY6+ years Filed as: MG TRUST COMPANY D/B/A MATRIX TRUST Service code 15 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Recordkeeping | $23,266 |
SHEPPARD MULLIN1 year Filed as: SHEPPARD MULLIN-RICHETER & HAMPTON Service code 29 · EIN 95-1463164 333 SOUTH HOPE STREET 43RD FLOOR · LOS ANGELES, CA 900711422 | Legal | $10,489 |
See 1 actuary disclosure. $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.
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 | $0 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 5.84% | 10.64%-4.8pp | 90.60%-84.8pp | 11.45%-5.6pp |
| Employer contribution / active EE | $25,666 | $11,339+126.3% | $32,727-21.6% | $17,219+49.1% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |