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.6+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $64,662 |
BKD, LLP3 years Service code 10 · EIN 44-0160260 | Accounting | $13,932 |
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 | $52,182 | $54,573-4.4% | $90,951-42.6% | $73,488-29.0% |
| Participation rate | 72.2% | 61.2%+11.0pp | 69.0%+3.2pp | 70.7%+1.5pp |
| Annual return | 13.87% | 16.69%-2.8pp | 134.60%-120.7pp | 28.51%-14.6pp |
| Employer contribution / active EE | $2,264 | $991+128.3% | $2,122+6.7% | $2,270-0.3% |
| Participant deferral / active EE | $4,465 | $2,517+77.4% | $3,373+32.4% | $3,740+19.4% |
| Admin fee / account holder | $321 | $521-38.5% | $5,959-94.6% | $513-37.5% |