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 64 · EIN 04-2647786 | Recordkeeping Fees | $39,626 |
INTRUST BANK, N.A.8+ years Filed as: INTRUST BANK NA Service code 27 · EIN 48-0477525 | Advisory (Plan) | $32,071 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,651 |
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 | $119,694 | $71,142+68.2% | $119,609+0.1% | $64,808+84.7% |
| Participation rate | 88.4% | 78.6%+9.8pp | 79.3%+9.1pp | 71.5%+16.9pp |
| Annual return | -16.15% | -10.01%-6.1pp | -14.97%-1.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $2,258 | $2,497-9.6% | $4,232-46.6% | $2,506-9.9% |
| Participant deferral / active EE | $6,594 | $4,490+46.9% | $5,602+17.7% | $4,310+53.0% |
| Admin fee / account holder | $274 | $162+69.3% | $10,323-97.3% | $188+46.2% |