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 Filed as: ARGENT TRUST COMPANY, NA Service code 99 · EIN 72-1173060 333 TEXAS STREET, SUITE 699 · SHREVEPORT, LA 71101 | Other Fees | $55,052 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $20,660 |
Service code 64 · EIN 71-0294705 | Recordkeeping Fees | $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 | $41,489 | $55,416-25.1% | $75,972-45.4% | $77,643-46.6% |
| Participation rate | 57.2% | 63.6%-6.4pp | 69.1%-11.9pp | 70.6%-13.4pp |
| Annual return | 8.49% | 17.07%-8.6pp | 359.55%-351.1pp | 31.24%-22.7pp |
| Employer contribution / active EE | $3,617 | $1,788+102.3% | $2,685+34.7% | $2,726+32.7% |
| Participant deferral / active EE | $2,008 | $3,447-41.8% | $4,255-52.8% | $4,647-56.8% |
| Admin fee / account holder | $143 | $414-65.5% | $6,467-97.8% | $430-66.8% |