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.8+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $172,409 |
HOGANTAYLOR LLP2 years Service code 10 · EIN 73-1413977 | Accounting | $13,500 |
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 | $34,100 | $63,321-46.1% | $68,791-50.4% | $77,904-56.2% |
| Participation rate | 65.9% | 71.1%-5.3pp | 69.0%-3.2pp | 73.7%-7.8pp |
| Annual return | -16.62% | -6.50%-10.1pp | -6.38%-10.2pp | 12.21%-28.8pp |
| Employer contribution / active EE | $1,030 | $2,794-63.1% | $2,655-61.2% | $2,848-63.8% |
| Participant deferral / active EE | $3,281 | $4,029-18.6% | $3,941-16.7% | $4,806-31.7% |
| Admin fee / account holder | $138 | $104+32.3% | $4,932-97.2% | $133+4.1% |