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 15 · EIN 48-0477525 | Recordkeeping | $58,342 |
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 | $36,780 | $36,916-0.4% | $156,549-76.5% | $57,658-36.2% |
| Participation rate | 56.8% | 63.4%-6.7pp | 84.0%-27.3pp | 70.2%-13.5pp |
| Annual return | 7.06% | 12.38%-5.3pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $128 | $1,571-91.9% | $5,501-97.7% | $1,974-93.5% |
| Participant deferral / active EE | $1,511 | $1,926-21.5% | $4,871-69.0% | $3,061-50.6% |
| Admin fee / account holder | $178 | $82+115.7% | $13,027-98.6% | $95+88.2% |