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 COMPANY4 years Filed as: ARGENT TRUST Service code 25 · EIN 62-1437218 | Directed Trustee | $8,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $315,763 | $64,119+392.5% | $112,228+181.4% | $66,914+371.9% |
| Participation rate | 55.5% | 68.5%-13.0pp | 75.1%-19.6pp | 69.8%-14.4pp |
| Annual return | 9.63% | -13.81%+23.4pp | 27.45%-17.8pp | 1.58%+8.0pp |
| Employer contribution / active EE | $459 | $3,005-84.7% | $3,635-87.4% | $2,544-82.0% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $62 | $625-90.0% | $6,410-99.0% | $593-89.5% |