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.1 year Service code 15 · EIN 48-0477525 | Recordkeeping | $5,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,026 | $25,723-76.6% | $69,182-91.3% | $55,167-89.1% |
| Participation rate | 52.2% | 39.4%+12.8pp | 55.1%-2.9pp | 69.0%-16.8pp |
| Annual return | 8.38% | 9.56%-1.2pp | -21.93%+30.3pp | 169.23%-160.8pp |
| Employer contribution / active EE | $595 | $480+23.7% | $1,206-50.7% | $1,963-69.7% |
| Participant deferral / active EE | $670 | $963-30.4% | $1,897-64.7% | $3,054-78.1% |
| Admin fee / account holder | $58 | $365-84.0% | $2,697-97.8% | $504-88.4% |