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.2 years Service code 15 · EIN 48-0477525 | Recordkeeping | $7,070 |
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 | $7,902 | $31,388-74.8% | $73,545-89.3% | $62,292-87.3% |
| Participation rate | 44.9% | 39.9%+5.0pp | 54.9%-10.1pp | 69.5%-24.6pp |
| Annual return | 19.56% | 25.34%-5.8pp | -15.16%+34.7pp | 28.90%-9.3pp |
| Employer contribution / active EE | $572 | $498+14.8% | $1,219-53.1% | $2,042-72.0% |
| Participant deferral / active EE | $627 | $1,028-39.0% | $1,806-65.3% | $3,169-80.2% |
| Admin fee / account holder | $73 | $299-75.6% | $2,320-96.8% | $479-84.8% |