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.6+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $30,984 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,065 | $55,636-74.7% | $81,983-82.8% | $73,488-80.9% |
| Participation rate | 58.0% | 62.3%-4.3pp | 69.2%-11.3pp | 70.7%-12.7pp |
| Annual return | -35.48% | 19.07%-54.5pp | 41.31%-76.8pp | 28.51%-64.0pp |
| Employer contribution / active EE | $866 | $1,625-46.7% | $2,498-65.3% | $2,270-61.8% |
| Participant deferral / active EE | $2,929 | $2,762+6.0% | $3,722-21.3% | $3,740-21.7% |
| Admin fee / account holder | $237 | $493-51.9% | $5,664-95.8% | $513-53.8% |