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 COMPANY10+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $21,616 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $6,665 |
HOPKINS & HOWARD1 year Service code 10 · EIN 43-1633986 | Accounting | $5,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $21,834 | $122,239-82.1% | $184,203-88.1% | $74,495-70.7% |
| Participation rate | 99.3% | 85.5%+13.8pp | 86.8%+12.5pp | 67.2%+32.1pp |
| Annual return | 11.32% | 19.95%-8.6pp | 28.81%-17.5pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,470 | $4,537-67.6% | $6,427-77.1% | $2,623-43.9% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $190 | $1,260-84.9% | $13,901-98.6% | $1,942-90.2% |