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 COMPANY7+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $28,237 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN PEPPER HAMILTON SANDERS Service code 29 · EIN 58-0946915 | Legal | $5,248 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,054 | $121,341-77.7% | $189,513-85.7% | $79,386-65.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 14.06% | 21.08%-7.0pp | 555.15%-541.1pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,503 | $3,915-61.6% | $6,162-75.6% | $2,427-38.1% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,221-100.0% | $4,046-100.0% |
| Admin fee / account holder | $238 | $651-63.5% | $12,045-98.0% | $626-62.1% |