See peer percentile detail with Solo.
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.
See the 8-year trajectory with Solo.
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.5 years Service code 15 · EIN 48-0477525 | Recordkeeping | $25,027 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,259 | $89,248-75.1% | $136,007-83.6% | $74,495-70.1% |
| Participation rate | 82.9% | 69.4%+13.5pp | 76.5%+6.4pp | 67.2%+15.7pp |
| Annual return | 15.17% | 22.76%-7.6pp | 579.32%-564.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,020 | $2,838-64.1% | $4,217-75.8% | $2,623-61.1% |
| Participant deferral / active EE | $2,460 | $4,598-46.5% | $7,025-65.0% | $4,346-43.4% |
| Admin fee / account holder | $148 | $1,545-90.4% | $6,858-97.8% | $1,942-92.4% |