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.8+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $73,145 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $19,320 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,824 | $42,353+22.4% | $79,550-34.9% | $64,808-20.0% |
| Participation rate | 78.0% | 64.8%+13.2pp | 69.5%+8.5pp | 71.5%+6.5pp |
| Annual return | -16.39% | -12.24%-4.2pp | 0.16%-16.6pp | 32.82%-49.2pp |
| Employer contribution / active EE | $3,036 | $1,181+157.2% | $2,413+25.8% | $2,506+21.2% |
| Participant deferral / active EE | $5,443 | $3,170+71.7% | $3,985+36.6% | $4,310+26.3% |
| Admin fee / account holder | $358 | $160+124.6% | $6,832-94.8% | $188+90.8% |