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 |
|---|---|---|
INTRUST BANK, N.A.5+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $121,766 |
WINTRUST INVESTMENTS LLC1 year Filed as: WINTRUST INVESTMENTS Service code 28 · EIN 36-1245570 | Investment Management | $18,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,800 | $47,456-43.5% | $172,739-84.5% | $77,787-65.5% |
| Participation rate | 54.7% | 66.3%-11.5pp | 82.6%-27.9pp | 73.2%-18.5pp |
| Annual return | 22.36% | 35.57%-13.2pp | 802.84%-780.5pp | 32.57%-10.2pp |
| Employer contribution / active EE | $827 | $1,574-47.5% | $5,143-83.9% | $2,504-67.0% |
| Participant deferral / active EE | $1,150 | $2,560-55.1% | $5,198-77.9% | $3,967-71.0% |
| Admin fee / account holder | $132 | $81+63.4% | $13,954-99.1% | $100+32.0% |