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.8+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $66,265 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,551 | $46,292-18.9% | $143,757-73.9% | $64,808-42.1% |
| Participation rate | 56.3% | 64.2%-7.9pp | 80.3%-24.0pp | 71.5%-15.2pp |
| Annual return | -16.86% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $145 | $1,910-92.4% | $4,951-97.1% | $2,506-94.2% |
| Participant deferral / active EE | $1,769 | $2,646-33.1% | $5,637-68.6% | $4,310-58.9% |
| Admin fee / account holder | $185 | $154+20.0% | $14,673-98.7% | $188-1.7% |