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 COMPANY9+ years Filed as: ARGENT TRUST COMPANY, NA Service code 99 · EIN 72-1173060 333 TEXAS STREET, SUITE 699 · SHREVEPORT, LA 71101 | Other Fees | $48,183 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,639 |
HEARD MCELROY & VESTAL, LLC3 years Filed as: HEARD, MCELROY, & VESTAL Service code 49 · EIN 72-0398470 333 TEXAS STREET · SHREVEPORT, LA 71101 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,513 | $49,693-24.5% | $70,515-46.8% | $74,419-49.6% |
| Participation rate | 60.9% | 64.7%-3.7pp | 68.3%-7.4pp | 70.7%-9.8pp |
| Annual return | 10.14% | 21.22%-11.1pp | 32.77%-22.6pp | 34.38%-24.2pp |
| Employer contribution / active EE | $2,842 | $1,773+60.3% | $2,973-4.4% | $2,637+7.8% |
| Participant deferral / active EE | $1,601 | $3,376-52.6% | $4,567-64.9% | $4,528-64.6% |
| Admin fee / account holder | $116 | $316-63.2% | $6,412-98.2% | $348-66.6% |