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 | $51,351 |
INTRUST BANK, N.A.7 years Filed as: INTRUST BANK NA Service code 27 · EIN 48-0477525 | Advisory (Plan) | $35,000 |
ALLEN, GIBBS & HOULIK, L.C.8 years Filed as: ALLEN, GIBBS & HOULIK, LC Service code 10 · EIN 48-1032601 | Accounting | $12,738 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,213 | $54,193+83.1% | $93,606+6.0% | $77,643+27.8% |
| Participation rate | 84.8% | 63.9%+20.8pp | 68.7%+16.1pp | 70.6%+14.2pp |
| Annual return | 13.16% | 30.54%-17.4pp | 133.20%-120.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,877 | $1,168+60.7% | $2,420-22.4% | $2,726-31.1% |
| Participant deferral / active EE | $5,473 | $3,144+74.1% | $4,411+24.1% | $4,647+17.8% |
| Admin fee / account holder | $218 | $576-62.1% | $8,285-97.4% | $430-49.3% |