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 | $20,230 |
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 | $52,582 | $54,590-3.7% | $81,930-35.8% | $73,488-28.4% |
| Participation rate | 63.6% | 68.3%-4.8pp | 72.0%-8.4pp | 70.7%-7.1pp |
| Annual return | 2.85% | 17.74%-14.9pp | 29.49%-26.6pp | 28.51%-25.7pp |
| Employer contribution / active EE | $728 | $1,636-55.5% | $4,310-83.1% | $2,270-67.9% |
| Participant deferral / active EE | $1,825 | $2,759-33.8% | $7,107-74.3% | $3,740-51.2% |
| Admin fee / account holder | $234 | $592-60.4% | $5,158-95.5% | $513-54.3% |