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 5-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 Filed as: INTRUST BANK N.A. Service code 99 · EIN 48-0477525 | Other Fees | $37,441 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,647 |
Filed as: VOYA RETIREMENT IN & ANNUITY CO Service code 27 | Advisory (Plan) | $927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,012 | $78,419-26.0% | $133,956-56.7% | $73,409-21.0% |
| Participation rate | 64.3% | 78.6%-14.3pp | 79.8%-15.5pp | 72.2%-7.9pp |
| Annual return | 144.16% | 33.35%+110.8pp | 45.09%+99.1pp | 59.29%+84.9pp |
| Employer contribution / active EE | $1,661 | $2,044-18.7% | $3,919-57.6% | $2,234-25.6% |
| Participant deferral / active EE | $3,032 | $3,925-22.7% | $5,048-39.9% | $3,805-20.3% |
| Admin fee / account holder | $27 | $161-83.0% | $8,927-99.7% | $158-82.6% |