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 COMPANY1 year Filed as: ARGENT INSURANCE Service code 27 1020 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Advisory (Plan) | $27,950 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $26,803 |
PINNACLE WEALTH LLC2 years Filed as: PINNACLE WEALTH Service code 27 612 E TAN TARA CIRCLE SUITE 100 · SIOUX FALLS, SD 57108 | Advisory (Plan) | $7,883 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Direct payment from the plan; Trustee... | $0 |
MATRIX TRUST COMPANY2 years Filed as: MSCS FINANCIAL SERVICES Service code 50 | Direct Payment | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,255 | $60,323+26.4% | $81,812-6.8% | $74,495+2.4% |
| Participation rate | 87.8% | 62.9%+24.9pp | 72.3%+15.5pp | 67.2%+20.6pp |
| Annual return | 12.91% | 16.90%-4.0pp | 773.79%-760.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $4,762 | $2,620+81.7% | $2,912+63.5% | $2,623+81.5% |
| Participant deferral / active EE | $3,353 | $3,387-1.0% | $4,319-22.4% | $4,346-22.8% |
| Admin fee / account holder | $415 | $1,486-72.1% | $7,386-94.4% | $1,942-78.6% |