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.10+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $159,701 |
WINTRUST INVESTMENTS LLC6 years Filed as: WINTRUST INVESTMENTS Service code 28 · EIN 36-1245570 | Investment Management | $74,680 |
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 | $41,095 | $53,136-22.7% | $155,509-73.6% | $199,593-79.4% |
| Participation rate | 50.9% | 64.1%-13.1pp | 78.2%-27.2pp | 72.0%-21.0pp |
| Annual return | 13.62% | 41.15%-27.5pp | 64.67%-51.0pp | 34.25%-20.6pp |
| Employer contribution / active EE | $1,607 | $1,851-13.2% | $4,672-65.6% | $3,034-47.0% |
| Participant deferral / active EE | $1,880 | $3,161-40.5% | $5,626-66.6% | $5,087-63.0% |
| Admin fee / account holder | $246 | $185+32.8% | $15,912-98.5% | $269-8.4% |