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 8-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 |
|---|---|---|
ARGENT TRUST COMPANY2 years Filed as: ARGENT TRUST Service code 25 · EIN 62-1437218 | Directed Trustee | $14,886 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $321,657 | $69,362+363.7% | $101,248+217.7% | $73,488+337.7% |
| Participation rate | 91.5% | 68.4%+23.1pp | 75.8%+15.7pp | 70.7%+20.8pp |
| Annual return | 14.38% | 18.46%-4.1pp | 46.47%-32.1pp | 28.51%-14.1pp |
| Employer contribution / active EE | $2,426 | $2,628-7.7% | $3,660-33.7% | $2,270+6.9% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $120 | $704-82.9% | $5,945-98.0% | $513-76.6% |