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 62-1437218 | Bank Trustee | $22,365 |
ASCIB, L.P.5+ years Service code 34 · EIN 75-2840581 | Direct payment from the plan; Valuati... | $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 | $26,255 | $98,982-73.5% | $162,163-83.8% | $65,185-59.7% |
| Participation rate | 99.3% | 85.8%+13.5pp | 87.6%+11.8pp | 70.2%+29.1pp |
| Annual return | 20.95% | 24.84%-3.9pp | 115.59%-94.6pp | 29.38%-8.4pp |
| Employer contribution / active EE | $1,471 | $3,467-57.6% | $5,614-73.8% | $2,177-32.4% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $186 | $596-68.8% | $10,843-98.3% | $847-78.1% |