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 | $23,931 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,768 | $56,423+4.2% | $77,163-23.8% | $71,457-17.8% |
| Participation rate | 69.9% | 64.3%+5.6pp | 69.6%+0.3pp | 67.9%+2.0pp |
| Annual return | 11.72% | 19.05%-7.3pp | 37.87%-26.2pp | 28.85%-17.1pp |
| Employer contribution / active EE | $894 | $1,866-52.1% | $2,535-64.7% | $2,588-65.4% |
| Participant deferral / active EE | $2,369 | $3,142-24.6% | $3,833-38.2% | $4,289-44.8% |
| Admin fee / account holder | $260 | $1,429-81.8% | $5,472-95.2% | $1,587-83.6% |