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 COMPANY3 years Service code 21 · EIN 58-1428634 1100 ABERNATHY #550 · ATLANTA, GA 30328 | Bank Trustee | $0 |
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 | $56,447 | $73,638-23.3% | $108,410-47.9% | $79,386-28.9% |
| Participation rate | 98.2% | 77.4%+20.8pp | 80.1%+18.1pp | 70.7%+27.5pp |
| Annual return | -6.81% | 33.27%-40.1pp | 905.27%-912.1pp | 116.85%-123.7pp |
| Employer contribution / active EE | $3,604 | $2,397+50.4% | $3,558+1.3% | $2,427+48.5% |
| Participant deferral / active EE | $0 | $6,218-100.0% | $6,563-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $638-99.9% | $7,295-100.0% | $626-99.9% |