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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $26,207 |
INTRUST BANK, N.A.2 years Filed as: INTRUST BANK Service code 16 · EIN 48-0477525 | Consulting | $24,922 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,337 | $101,317-40.4% | $146,958-58.9% | $74,495-19.0% |
| Participation rate | 50.2% | 75.5%-25.3pp | 82.2%-32.0pp | 67.2%-17.0pp |
| Annual return | 15.51% | 8730.91%-8715.4pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $3,202 | $3,810-16.0% | $4,933-35.1% | $2,623+22.1% |
| Participant deferral / active EE | $7,097 | $7,303-2.8% | $8,070-12.1% | $4,346+63.3% |
| Admin fee / account holder | $219 | $1,739-87.4% | $12,998-98.3% | $1,942-88.7% |