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.5+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $66,317 |
BKD, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $15,942 |
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 | $46,044 | $49,138-6.3% | $84,015-45.2% | $65,185-29.4% |
| Participation rate | 77.2% | 60.7%+16.5pp | 69.0%+8.2pp | 70.2%+7.0pp |
| Annual return | 27.56% | 23.00%+4.6pp | 71.31%-43.7pp | 29.38%-1.8pp |
| Employer contribution / active EE | $2,446 | $914+167.7% | $1,983+23.3% | $2,177+12.4% |
| Participant deferral / active EE | $4,928 | $2,397+105.6% | $3,239+52.2% | $3,514+40.2% |
| Admin fee / account holder | $316 | $543-41.9% | $6,101-94.8% | $847-62.7% |