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.3+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $28,672 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,967 | $28,416-40.3% | $73,545-76.9% | $69,631-75.6% |
| Participation rate | 55.4% | 38.3%+17.1pp | 54.9%+0.5pp | 70.7%-15.3pp |
| Annual return | 17.69% | -694.13%+711.8pp | -15.16%+32.9pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $215 | $430-50.1% | $1,219-82.4% | $2,032-89.4% |
| Participant deferral / active EE | $735 | $897-18.1% | $1,806-59.3% | $3,224-77.2% |
| Admin fee / account holder | $128 | $104+22.6% | $2,320-94.5% | $110+15.8% |