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.9+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $147,193 |
WINTRUST INVESTMENTS LLC5 years Filed as: WINTRUST INVESTMENTS Service code 28 · EIN 36-1245570 | Investment Management | $64,555 |
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 | $31,272 | $50,127-37.6% | $149,673-79.1% | $80,160-61.0% |
| Participation rate | 54.3% | 64.3%-10.0pp | 78.8%-24.5pp | 72.9%-18.6pp |
| Annual return | 17.36% | 29.82%-12.5pp | 134.42%-117.1pp | 40.38%-23.0pp |
| Employer contribution / active EE | $1,290 | $1,865-30.8% | $4,818-73.2% | $2,978-56.7% |
| Participant deferral / active EE | $1,743 | $3,194-45.4% | $5,680-69.3% | $5,017-65.3% |
| Admin fee / account holder | $185 | $153+21.2% | $13,210-98.6% | $145+27.7% |