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 |
|---|---|---|
INTRUST BANK, N.A.1+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $52,146 |
BKD, LLP1+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $17,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,104 | $33,745-16.7% | $64,105-56.2% | $55,191-49.1% |
| Participation rate | 58.1% | 59.4%-1.2pp | 68.2%-10.0pp | 69.2%-11.0pp |
| Annual return | 3.37% | 4.95%-1.6pp | 791.24%-787.9pp | 10.78%-7.4pp |
| Employer contribution / active EE | $1,692 | $641+164.0% | $1,820-7.0% | $1,899-10.9% |
| Participant deferral / active EE | $3,073 | $1,929+59.3% | $2,822+8.9% | $3,046+0.9% |
| Admin fee / account holder | $269 | $94+184.8% | $4,499-94.0% | $91+195.9% |