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 COMPANY2 years Service code 21 · EIN 58-1428634 1100 ABERNATHY #550 · ATLANTA, GA 30328 | Bank Trustee | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,040 | $66,813-7.1% | $100,516-38.3% | $73,488-15.6% |
| Participation rate | 99.5% | 77.5%+22.1pp | 79.4%+20.1pp | 70.7%+28.9pp |
| Annual return | 27.15% | 25.70%+1.5pp | 30.89%-3.7pp | 28.51%-1.4pp |
| Employer contribution / active EE | $5,634 | $2,147+162.4% | $3,418+64.9% | $2,270+148.2% |
| Participant deferral / active EE | $0 | $5,883-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $512-100.0% | $8,081-100.0% | $513-100.0% |