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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.4 years Service code 15 · EIN 48-0477525 | Recordkeeping | $26,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,904 | $49,451-37.5% | $79,550-61.2% | $66,914-53.8% |
| Participation rate | 64.0% | 61.3%+2.7pp | 69.5%-5.5pp | 69.8%-5.8pp |
| Annual return | -17.20% | 84.25%-101.5pp | 0.16%-17.4pp | 1.58%-18.8pp |
| Employer contribution / active EE | $955 | $1,266-24.6% | $2,413-60.4% | $2,544-62.5% |
| Participant deferral / active EE | $2,763 | $3,159-12.5% | $3,985-30.7% | $4,237-34.8% |
| Admin fee / account holder | $324 | $595-45.6% | $6,832-95.3% | $593-45.5% |