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 3-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+ years Filed as: ARGENT TRUST COMPANY, N.A. Service code 21 · EIN 72-1173060 | Bank Trustee | $131,390 |
MORRISON COHEN LLP1+ years Service code 29 · EIN 13-3205994 | Legal | $65,550 |
Service code 34 · EIN 36-4799908 | Direct payment from the plan; Valuati... | $51,100 |
CITIZENS BANK1+ years Filed as: CITIZENS BANK, N.A. Service code 18 · EIN 05-0120600 | Investment management; Float revenue;... | $47,336 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,147 | $65,118-47.6% | $76,768-55.5% | $55,725-38.7% |
| Participation rate | 87.8% | 79.6%+8.2pp | 77.0%+10.8pp | 70.9%+16.9pp |
| Annual return | 82.97% | -1.27%+84.2pp | 2.43%+80.5pp | 244.93%-162.0pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $502 | $116+333.0% | $6,675-92.5% | $115+335.6% |