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.10+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $496,832 |
MARINER LLC10+ years Filed as: MARINER WEALTH ADVISORS Service code 28 4200 E. SKELLY DRIVE, SUITE 950 · TULSA, OK 74135 | Investment Management | $60,000 |
HOGANTAYLOR LLP8 years Service code 10 · EIN 73-1413977 | Accounting | $18,700 |
TEREM MARKETING LLC5 years Service code 38 · EIN 26-0840557 | Participant Communication | $4,996 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,424 | $139,767-1.7% | $153,485-10.5% | $199,593-31.1% |
| Participation rate | 98.0% | 85.1%+12.9pp | 77.1%+21.0pp | 72.0%+26.1pp |
| Annual return | 13.55% | 20.59%-7.0pp | 15.65%-2.1pp | 34.25%-20.7pp |
| Employer contribution / active EE | $6,776 | $6,517+4.0% | $5,039+34.5% | $3,034+123.3% |
| Participant deferral / active EE | $9,592 | $8,055+19.1% | $6,757+41.9% | $5,087+88.6% |
| Admin fee / account holder | $125 | $98+27.6% | $12,724-99.0% | $269-53.6% |