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 | $46,933 |
Service code 10 · EIN 48-0841034 | Accounting | $9,357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,172 | $64,954+29.6% | $115,752-27.3% | $62,292+35.1% |
| Participation rate | 60.1% | 73.0%-12.9pp | 77.8%-17.7pp | 69.5%-9.4pp |
| Annual return | 20.77% | 24.87%-4.1pp | 19.41%+1.4pp | 28.90%-8.1pp |
| Employer contribution / active EE | $1,258 | $2,344-46.3% | $3,492-64.0% | $2,042-38.4% |
| Participant deferral / active EE | $2,167 | $3,665-40.9% | $5,204-58.4% | $3,169-31.6% |
| Admin fee / account holder | $366 | $414-11.6% | $6,278-94.2% | $479-23.7% |