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 | $45,279 |
INTRUST BANK, N.A.3 years Filed as: INTRUST BANK NA Service code 27 · EIN 48-0477525 | Advisory (Plan) | $35,000 |
ALLEN, GIBBS & HOULIK, L.C.4 years Filed as: ALLEN, GIBBS & HOULIK, LC Service code 10 · EIN 48-1032601 | Accounting | $10,020 |
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 | $105,594 | $64,286+64.3% | $90,951+16.1% | $73,409+43.8% |
| Participation rate | 98.4% | 63.6%+34.8pp | 69.0%+29.4pp | 72.2%+26.2pp |
| Annual return | 12.37% | 21.45%-9.1pp | 134.60%-122.2pp | 59.29%-46.9pp |
| Employer contribution / active EE | $1,260 | $895+40.9% | $2,122-40.6% | $2,234-43.6% |
| Participant deferral / active EE | $4,475 | $2,453+82.4% | $3,373+32.7% | $3,805+17.6% |
| Admin fee / account holder | $229 | $287-20.2% | $5,959-96.2% | $158+45.2% |