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 10-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 COMPANY1 year Service code 21 · EIN 58-1428634 1100 ABERNATHY #550 · ATLANTA, GA 30328 | Bank Trustee | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,575 | $58,655-12.1% | $91,989-43.9% | $65,185-20.9% |
| Participation rate | 99.0% | 75.3%+23.7pp | 78.6%+20.3pp | 70.2%+28.8pp |
| Annual return | 7.01% | 33.92%-26.9pp | 69.02%-62.0pp | 29.38%-22.4pp |
| Employer contribution / active EE | $6,340 | $2,080+204.8% | $3,452+83.7% | $2,177+191.3% |
| Participant deferral / active EE | $0 | $5,474-100.0% | $5,923-100.0% | $3,514-100.0% |
| Admin fee / account holder | $26 | $434-94.0% | $7,743-99.7% | $847-96.9% |