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.6+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $11,182 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,466 | $52,670-70.6% | $90,404-82.9% | $73,409-78.9% |
| Participation rate | 76.9% | 67.7%+9.3pp | 72.7%+4.2pp | 72.2%+4.7pp |
| Annual return | 14.55% | 20.70%-6.2pp | 1293.02%-1278.5pp | 59.29%-44.7pp |
| Employer contribution / active EE | $525 | $1,872-71.9% | $3,262-83.9% | $2,234-76.5% |
| Participant deferral / active EE | $1,153 | $2,807-58.9% | $3,963-70.9% | $3,805-69.7% |
| Admin fee / account holder | $30 | $117-74.0% | $5,611-99.5% | $158-80.8% |