See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.10+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $202,428 |
HOGANTAYLOR LLP4 years Service code 10 · EIN 73-1413977 | Accounting | $17,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,405 | $81,357-41.7% | $75,972-37.6% | $199,593-76.2% |
| Participation rate | 63.1% | 69.9%-6.8pp | 69.1%-5.9pp | 72.0%-8.9pp |
| Annual return | 14.69% | 16.32%-1.6pp | 359.55%-344.9pp | 34.25%-19.6pp |
| Employer contribution / active EE | $884 | $3,341-73.5% | $2,685-67.1% | $3,034-70.9% |
| Participant deferral / active EE | $3,189 | $4,710-32.3% | $4,255-25.1% | $5,087-37.3% |
| Admin fee / account holder | $164 | $144+13.2% | $6,467-97.5% | $269-39.2% |