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.4+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $20,016 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,111 | $50,666+2.9% | $76,817-32.2% | $65,185-20.1% |
| Participation rate | 67.0% | 68.8%-1.8pp | 72.1%-5.1pp | 70.2%-3.2pp |
| Annual return | 4.51% | 28.51%-24.0pp | 1166.11%-1161.6pp | 29.38%-24.9pp |
| Employer contribution / active EE | $759 | $1,575-51.8% | $2,302-67.0% | $2,177-65.1% |
| Participant deferral / active EE | $1,702 | $2,647-35.7% | $3,336-49.0% | $3,514-51.6% |
| Admin fee / account holder | $227 | $463-51.0% | $6,420-96.5% | $847-73.2% |