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.2+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $59,595 |
BKD, LLP2+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $16,640 |
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 | $27,422 | $37,044-26.0% | $71,796-61.8% | $57,658-52.4% |
| Participation rate | 68.0% | 61.1%+6.9pp | 69.1%-1.1pp | 70.2%-2.2pp |
| Annual return | 16.55% | 12.64%+3.9pp | 78.04%-61.5pp | 5.13%+11.4pp |
| Employer contribution / active EE | $1,555 | $720+115.9% | $1,924-19.2% | $1,974-21.2% |
| Participant deferral / active EE | $3,333 | $1,974+68.8% | $2,794+19.3% | $3,061+8.9% |
| Admin fee / account holder | $195 | $101+92.9% | $4,815-96.0% | $95+106.0% |