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 | $9,958 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,937 | $25,302-52.8% | $74,701-84.0% | $67,579-82.3% |
| Participation rate | 13.7% | 37.8%-24.1pp | 54.5%-40.7pp | 71.3%-57.6pp |
| Annual return | 120.88% | 10291.17%-10170.3pp | 752.92%-632.0pp | 378.56%-257.7pp |
| Employer contribution / active EE | $175 | $446-60.8% | $1,084-83.8% | $2,148-91.9% |
| Participant deferral / active EE | $272 | $954-71.4% | $1,964-86.1% | $3,539-92.3% |
| Admin fee / account holder | $77 | $108-28.3% | $3,333-97.7% | $142-45.8% |