Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,406 |
Filed as: ARGI INVESTMENT SERVICES Service code 16 · EIN 27-1003080 | Consulting | $5,863 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,623 | $64,871+47.4% | $129,118-25.9% | $66,949+42.8% |
| Participation rate | 99.1% | 74.0%+25.2pp | 77.2%+21.9pp | 69.8%+29.3pp |
| Annual return | -15.58% | -12.21%-3.4pp | -10.94%-4.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $3,461 | $3,741-7.5% | $5,051-31.5% | $2,545+36.0% |
| Participant deferral / active EE | $4,267 | $5,090-16.2% | $6,539-34.7% | $4,239+0.7% |
| Admin fee / account holder | $117 | $629-81.4% | $14,305-99.2% | $594-80.3% |