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 COMPANY4 years Service code 15 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 55 E 52 ND STREET · NEW YORK, NY 10055 | Advisory (Participants) | $0 |
MATRIX TRUST COMPANY4 years Filed as: MSCS FINANCIAL SERVICES DIVISION Service code 15 · EIN 33-1151291 717 17TH STREET · DENVER, CO 80202 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $522,447 | $84,487+518.4% | $125,339+316.8% | $66,914+680.8% |
| Participation rate | 89.5% | 76.4%+13.1pp | 82.4%+7.2pp | 69.8%+19.7pp |
| Annual return | -15.76% | -8.39%-7.4pp | 572.05%-587.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $13,321 | $3,553+274.9% | $4,814+176.7% | $2,544+423.6% |
| Participant deferral / active EE | $10,770 | $6,781+58.8% | $7,446+44.6% | $4,237+154.2% |
| Admin fee / account holder | $1,601 | $685+133.7% | $10,010-84.0% | $593+169.9% |