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 9-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+ years Service code 24 · EIN 48-0477525 | Discretionary Trustee | $11,677 |
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.
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 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 | $8,320 | $46,745-82.2% | $60,547-86.3% | $52,331-84.1% |
| Participation rate | 32.9% | 58.6%-25.7pp | 68.0%-35.1pp | 68.1%-35.2pp |
| Annual return | 5.83% | 0.61%+5.2pp | 335.64%-329.8pp | 4.54%+1.3pp |
| Employer contribution / active EE | $270 | $1,259-78.5% | $2,419-88.8% | $1,882-85.6% |
| Participant deferral / active EE | $736 | $2,145-65.7% | $3,328-77.9% | $3,022-75.7% |
| Admin fee / account holder | $114 | $537-78.8% | $4,536-97.5% | $592-80.7% |