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 37 · EIN 04-2647786 | Loan Processing | $45,407 |
INTRUST BANK, N.A.1 year Filed as: INTRUST FIDUCIARY Service code 27 · EIN 27-2102627 | Advisory (Plan) | $16,582 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $9,002 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,437 | $55,453+140.6% | $170,442-21.7% | $62,292+114.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.00% | 21.38%-4.4pp | 205.93%-188.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $7,826 | $2,164+261.7% | $5,433+44.1% | $2,042+283.2% |
| Participant deferral / active EE | $3,996 | $2,303+73.5% | $4,939-19.1% | $3,169+26.1% |
| Admin fee / account holder | $309 | $455-32.2% | $13,880-97.8% | $479-35.6% |