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 COMPANY5 years Filed as: ARGENT TRUST Service code 25 · EIN 62-1437218 | Directed Trustee | $3,285 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $330,503 | $76,670+331.1% | $96,683+241.8% | $71,457+362.5% |
| Participation rate | 90.9% | 66.6%+24.3pp | 74.3%+16.6pp | 67.9%+23.0pp |
| Annual return | 1.56% | 48.29%-46.7pp | 35.69%-34.1pp | 28.85%-27.3pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $24 | $2,028-98.8% | $6,730-99.6% | $1,587-98.5% |