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 COMPANY3 years Filed as: ARGENT TRUST Service code 25 · EIN 62-1437218 | Directed Trustee | $19,880 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $315,015 | $77,660+305.6% | $109,143+188.6% | $79,386+296.8% |
| Participation rate | 90.0% | 67.8%+22.2pp | 75.9%+14.1pp | 70.7%+19.3pp |
| Annual return | 2.08% | 23.44%-21.4pp | 25.75%-23.7pp | 116.85%-114.8pp |
| Employer contribution / active EE | $795 | $2,797-71.6% | $3,722-78.6% | $2,427-67.2% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $157 | $732-78.6% | $6,752-97.7% | $626-75.0% |