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.1+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $47,184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,067 | $52,884+4.1% | $84,750-35.0% | $55,167-0.2% |
| Participation rate | 64.4% | 67.5%-3.1pp | 76.6%-12.2pp | 69.0%-4.6pp |
| Annual return | 9.35% | 18.03%-8.7pp | 22.78%-13.4pp | 169.23%-159.9pp |
| Employer contribution / active EE | $881 | $2,233-60.6% | $3,574-75.4% | $1,963-55.1% |
| Participant deferral / active EE | $2,496 | $2,644-5.6% | $3,712-32.8% | $3,054-18.3% |
| Admin fee / account holder | $378 | $581-34.9% | $5,332-92.9% | $504-24.9% |