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.7+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $144,584 |
WINTRUST INVESTMENTS LLC3 years Filed as: WINTRUST INVESTMENTS Service code 28 · EIN 36-1245570 | Investment Management | $67,705 |
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 | $31,694 | $67,512-53.1% | $185,823-82.9% | $93,030-65.9% |
| Participation rate | 60.5% | 67.1%-6.6pp | 81.7%-21.2pp | 73.9%-13.4pp |
| Annual return | 13.24% | 21.04%-7.8pp | 122.05%-108.8pp | 158.70%-145.5pp |
| Employer contribution / active EE | $815 | $1,783-54.3% | $5,167-84.2% | $2,706-69.9% |
| Participant deferral / active EE | $1,638 | $3,035-46.1% | $5,568-70.6% | $4,562-64.1% |
| Admin fee / account holder | $187 | $318-41.3% | $16,237-98.9% | $152+23.0% |