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 COMPANY6 years Filed as: ARGENT TRUST Service code 25 · EIN 62-1437218 | Directed Trustee | $15,082 |
Annual investment return 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 | $274,418 | $80,724+239.9% | $103,333+165.6% | $74,495+268.4% |
| Participation rate | 72.0% | 65.7%+6.3pp | 74.5%-2.5pp | 67.2%+4.8pp |
| Annual return | -10.83% | 27.56%-38.4pp | 24.88%-35.7pp | 1364.94%-1375.8pp |
| Employer contribution / active EE | $880 | $3,157-72.1% | $3,868-77.2% | $2,623-66.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $105 | $2,368-95.5% | $8,355-98.7% | $1,942-94.6% |