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 COMPANY7+ years Filed as: MATRIX FINANCIAL SOLUTIONS (MFS) Service code 15 · EIN 20-1591048 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Recordkeeping | $122,413 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 C/O FUTUREPLAN · KANSAS CITY, MO 64121 | Pension Consulting | $92,203 |
MATRIX TRUST COMPANY7+ 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 | $27,812 |
Service code 10 · EIN 33-0690020 | Accounting | $13,325 |
SHEPPARD MULLIN2 years Filed as: SHEPPARD MULLIN-RICHETER & HAMPTON Service code 29 · EIN 95-1463164 333 SOUTH HOPE STREET 43RD FLOOR · LOS ANGELES, CA 900711422 | Legal | $11,252 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 10.32% | 10.11%+0.2pp | 10.75%-0.4pp | 11.84%-1.5pp |
| Employer contribution / active EE | $32,154 | $14,976+114.7% | $35,162-8.6% | $17,339+85.4% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |