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 Filed as: ARGENT TRUST COMPANY, NA Service code 99 · EIN 72-1173060 333 TEXAS STREET, SUITE 699 · SHREVEPORT, LA 71101 | Other Fees | $52,641 |
MORNINGSTAR2 years Filed as: MORGINGSTAR INVESTMENT MGT. Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,868 |
HEARD MCELROY & VESTAL, LLC2 years Filed as: HEARD, MCELROY, & VESTAL Service code 49 · EIN 72-0398470 333 TEXAS STREET · SHREVEPORT, LA 71101 | Other Services | $0 |
Filed as: VOYA RETIREMENT Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,979 | $44,764-30.8% | $68,791-55.0% | $64,808-52.2% |
| Participation rate | 71.6% | 64.8%+6.8pp | 69.0%+2.6pp | 71.5%+0.1pp |
| Annual return | -9.96% | -10.91%+0.9pp | -6.38%-3.6pp | 32.82%-42.8pp |
| Employer contribution / active EE | $3,290 | $1,775+85.3% | $2,655+23.9% | $2,506+31.3% |
| Participant deferral / active EE | $1,831 | $3,238-43.5% | $3,941-53.5% | $4,310-57.5% |
| Admin fee / account holder | $91 | $151-39.6% | $4,932-98.1% | $188-51.3% |