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.4 years Filed as: INTRUST BANK NA Service code 99 | Other Fees | $106,778 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $43,305 |
ASCENSUS LLC4 years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $24,311 |
INTRUST BANK, N.A.5+ years Filed as: INTRUST BANK N.A. Service code 99 · EIN 48-0477525 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,022 | $89,436-15.0% | $164,813-53.9% | $77,643-2.1% |
| Participation rate | 65.3% | 78.6%-13.3pp | 78.6%-13.3pp | 70.6%-5.3pp |
| Annual return | 13.43% | 28.83%-15.4pp | 69.93%-56.5pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,143 | $2,569-16.6% | $4,341-50.6% | $2,726-21.4% |
| Participant deferral / active EE | $4,025 | $4,897-17.8% | $6,031-33.3% | $4,647-13.4% |
| Admin fee / account holder | $131 | $339-61.3% | $12,690-99.0% | $430-69.5% |