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 | $68,710 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0520958 | Accounting | $7,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,557 | $52,293-7.1% | $178,490-72.8% | $73,409-33.9% |
| Participation rate | 58.5% | 65.3%-6.8pp | 81.9%-23.4pp | 72.2%-13.7pp |
| Annual return | 15.00% | 34.75%-19.7pp | 151.07%-136.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $144 | $1,735-91.7% | $5,011-97.1% | $2,234-93.5% |
| Participant deferral / active EE | $1,869 | $2,332-19.9% | $5,202-64.1% | $3,805-50.9% |
| Admin fee / account holder | $206 | $127+61.5% | $13,984-98.5% | $158+30.3% |