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.5+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $67,723 |
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 | $45,709 | $62,928-27.4% | $172,739-73.5% | $67,579-32.4% |
| Participation rate | 59.3% | 64.5%-5.1pp | 82.6%-23.3pp | 71.3%-11.9pp |
| Annual return | 23.33% | 30.36%-7.0pp | 802.84%-779.5pp | 378.56%-355.2pp |
| Employer contribution / active EE | $148 | $1,636-91.0% | $5,143-97.1% | $2,148-93.1% |
| Participant deferral / active EE | $1,928 | $2,145-10.1% | $5,198-62.9% | $3,539-45.5% |
| Admin fee / account holder | $181 | $167+8.8% | $13,954-98.7% | $142+27.5% |