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.2 years Service code 15 · EIN 48-0477525 | Recordkeeping | $2,209 |
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 | $35,902 | $91,407-60.7% | $135,903-73.6% | $71,457-49.8% |
| Participation rate | 77.4% | 75.7%+1.7pp | 81.9%-4.5pp | 67.9%+9.5pp |
| Annual return | 27.31% | 29.90%-2.6pp | 68.23%-40.9pp | 28.85%-1.5pp |
| Employer contribution / active EE | $2,442 | $3,703-34.0% | $4,856-49.7% | $2,588-5.6% |
| Participant deferral / active EE | $4,861 | $7,092-31.5% | $7,758-37.3% | $4,289+13.3% |
| Admin fee / account holder | $18 | $1,266-98.6% | $10,762-99.8% | $1,587-98.8% |