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.4+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $76,518 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $30,410 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $33,858 | $35,485-4.6% | $74,550-54.6% | $55,725-39.2% |
| Participation rate | 80.0% | 62.5%+17.5pp | 69.1%+10.9pp | 70.9%+9.1pp |
| Annual return | -3.95% | 0.72%-4.7pp | 32.53%-36.5pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,585 | $777+232.5% | $1,961+31.8% | $2,078+24.4% |
| Participant deferral / active EE | $4,626 | $2,181+112.1% | $3,108+48.8% | $3,356+37.9% |
| Admin fee / account holder | $362 | $114+216.9% | $5,060-92.8% | $115+214.6% |