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.3+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $76,060 |
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 | $35,443 | $48,064-26.3% | $78,778-55.0% | $69,631-49.1% |
| Participation rate | 72.5% | 61.6%+10.9pp | 69.2%+3.3pp | 70.7%+1.8pp |
| Annual return | 20.54% | 21.81%-1.3pp | 35.62%-15.1pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $2,139 | $744+187.7% | $1,986+7.7% | $2,032+5.3% |
| Participant deferral / active EE | $3,867 | $2,079+86.0% | $2,958+30.7% | $3,224+20.0% |
| Admin fee / account holder | $172 | $152+13.1% | $5,134-96.7% | $110+55.7% |