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 COMPANY4+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $20,036 |
ASCIB, L.P.4+ years Service code 34 · EIN 75-2840581 | Valuation (appraisals, etc.); Direct ... | $6,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,250 | $79,523-74.5% | $140,016-85.5% | $56,287-64.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 7.62% | 2.39%+5.2pp | 651.12%-643.5pp | -9.96%+17.6pp |
| Employer contribution / active EE | $1,415 | $3,350-57.8% | $5,606-74.8% | $2,111-33.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $163 | $614-73.5% | $10,705-98.5% | $521-68.7% |