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 6-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 year Filed as: INTRUST BANK, NA Service code 15 · EIN 48-1042879 | Recordkeeping | $9,866 |
NESTEGG CONSULTING INC1 year Service code 15 · EIN 48-1190649 | Recordkeeping | $7,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $5,358 | $41,256-87.0% | $86,590-93.8% | $77,958-93.1% |
| Participation rate | 44.5% | 63.0%-18.5pp | 73.5%-29.1pp | 71.6%-27.2pp |
| Annual return | 15.22% | 17.67%-2.4pp | 964.84%-949.6pp | 20.87%-5.6pp |
| Employer contribution / active EE | $0 | $1,613-100.0% | $2,839-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $3,609-100.0% | $3,537-100.0% |
| Admin fee / account holder | $21 | $71-70.2% | $4,906-99.6% | $97-78.3% |