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 | $30,597 |
INTRUST BANK, N.A.10+ years Filed as: INTRUST BANK NA Service code 27 · EIN 48-0477525 | Advisory (Plan) | $29,939 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,226 |
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 | $129,156 | $89,436+44.4% | $164,813-21.6% | $77,643+66.3% |
| Participation rate | 93.3% | 78.6%+14.7pp | 78.6%+14.7pp | 70.6%+22.7pp |
| Annual return | 14.09% | 28.83%-14.7pp | 69.93%-55.8pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,235 | $2,569-13.0% | $4,341-48.5% | $2,726-18.0% |
| Participant deferral / active EE | $7,575 | $4,897+54.7% | $6,031+25.6% | $4,647+63.0% |
| Admin fee / account holder | $225 | $339-33.6% | $12,690-98.2% | $430-47.6% |