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 COMPANY5 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,113 | $69,477-26.4% | $94,646-46.0% | $71,457-28.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | -6.26% | 29.66%-35.9pp | 156.71%-163.0pp | 28.85%-35.1pp |
| Employer contribution / active EE | $4,651 | $2,853+63.0% | $3,672+26.7% | $2,588+79.7% |
| Participant deferral / active EE | $0 | $7,345-100.0% | $7,418-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1 | $1,210-99.9% | $7,231-100.0% | $1,587-100.0% |