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.1+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $69,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,100 | $37,117-2.7% | $147,614-75.5% | $55,191-34.6% |
| Participation rate | 54.8% | 63.6%-8.8pp | 84.6%-29.8pp | 69.2%-14.3pp |
| Annual return | 0.30% | 3.44%-3.1pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $9 | $1,620-99.4% | $5,564-99.8% | $1,899-99.5% |
| Participant deferral / active EE | $1,435 | $1,985-27.7% | $4,895-70.7% | $3,046-52.9% |
| Admin fee / account holder | $218 | $86+154.9% | $11,611-98.1% | $91+140.2% |