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.2+ years Service code 16 · EIN 48-0477525 | Consulting | $23,714 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,033 | $52,639-37.2% | $185,117-82.2% | $62,292-47.0% |
| Participation rate | 35.6% | 63.9%-28.2pp | 77.3%-41.6pp | 69.5%-33.9pp |
| Annual return | 18.01% | 19.57%-1.6pp | 40.50%-22.5pp | 28.90%-10.9pp |
| Employer contribution / active EE | $310 | $1,483-79.1% | $4,182-92.6% | $2,042-84.8% |
| Participant deferral / active EE | $1,010 | $3,097-67.4% | $5,045-80.0% | $3,169-68.1% |
| Admin fee / account holder | $303 | $374-19.0% | $8,159-96.3% | $479-36.8% |