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 8-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 |
|---|---|---|
INTRUST BANK, N.A.1 year Service code 15 · EIN 48-0477525 | Recordkeeping | $2,445 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,489 | $84,487-72.2% | $125,339-81.3% | $66,914-64.9% |
| Participation rate | 84.7% | 76.4%+8.3pp | 82.4%+2.3pp | 69.8%+14.9pp |
| Annual return | -20.35% | -8.39%-12.0pp | 572.05%-592.4pp | 1.58%-21.9pp |
| Employer contribution / active EE | $2,521 | $3,553-29.0% | $4,814-47.6% | $2,544-0.9% |
| Participant deferral / active EE | $4,652 | $6,781-31.4% | $7,446-37.5% | $4,237+9.8% |
| Admin fee / account holder | $21 | $685-96.9% | $10,010-99.8% | $593-96.5% |