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 COMPANY8+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $21,075 |
TROUTMAN SANDERS LLP2 years Filed as: TROUTMAN PEPPER HAMILTON SANDERS Service code 29 · EIN 58-0946915 | Legal | $3,500 |
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 | $22,074 | $102,553-78.5% | $151,611-85.4% | $66,914-67.0% |
| Participation rate | 98.6% | 85.5%+13.1pp | 87.5%+11.1pp | 69.8%+28.8pp |
| Annual return | 0.67% | -10.82%+11.5pp | 3.33%-2.7pp | 1.58%-0.9pp |
| Employer contribution / active EE | $1,978 | $4,180-52.7% | $6,166-67.9% | $2,544-22.2% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $136 | $630-78.4% | $11,616-98.8% | $593-77.1% |