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 COMPANY5 years Service code 15 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 55 E 52 ND STREET · NEW YORK, NY 10055 | Advisory (Participants) | $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 | $588,803 | $91,407+544.2% | $135,903+333.3% | $71,457+724.0% |
| Participation rate | 95.1% | 75.7%+19.4pp | 81.9%+13.2pp | 67.9%+27.2pp |
| Annual return | 16.51% | 29.90%-13.4pp | 68.23%-51.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $13,460 | $3,703+263.4% | $4,856+177.2% | $2,588+420.2% |
| Participant deferral / active EE | $10,967 | $7,092+54.6% | $7,758+41.4% | $4,289+155.7% |
| Admin fee / account holder | $1,411 | $1,266+11.5% | $10,762-86.9% | $1,587-11.1% |