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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,143 |
INTRUST BANK, N.A.2 years Filed as: INTRUST BANK NA Service code 27 · EIN 48-0477525 | Advisory (Plan) | $35,000 |
ALLEN, GIBBS & HOULIK, L.C.3 years Filed as: ALLEN, GIBBS & HOULIK, LC Service code 10 · EIN 48-1032601 | Accounting | $5,000 |
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 | $104,630 | $40,174+160.4% | $84,015+24.5% | $67,579+54.8% |
| Participation rate | 97.4% | 62.7%+34.7pp | 69.0%+28.4pp | 71.3%+26.1pp |
| Annual return | 19.82% | 25.82%-6.0pp | 71.31%-51.5pp | 378.56%-358.7pp |
| Employer contribution / active EE | $1,147 | $808+42.1% | $1,983-42.2% | $2,148-46.6% |
| Participant deferral / active EE | $4,023 | $2,301+74.8% | $3,239+24.2% | $3,539+13.7% |
| Admin fee / account holder | $241 | $128+87.5% | $6,101-96.1% | $142+69.1% |