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.8+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $13,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,144 | $47,722-68.3% | $82,719-81.7% | $64,808-76.6% |
| Participation rate | 69.3% | 67.6%+1.6pp | 72.6%-3.3pp | 71.5%-2.2pp |
| Annual return | -20.02% | -13.05%-7.0pp | 701.18%-721.2pp | 32.82%-52.8pp |
| Employer contribution / active EE | $673 | $2,179-69.1% | $3,009-77.6% | $2,506-73.1% |
| Participant deferral / active EE | $1,610 | $3,329-51.7% | $4,395-63.4% | $4,310-62.7% |
| Admin fee / account holder | $54 | $143-62.4% | $5,329-99.0% | $188-71.4% |