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 8-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 | $957 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,440 | $101,317-58.1% | $146,958-71.1% | $74,495-43.0% |
| Participation rate | 88.5% | 75.5%+13.0pp | 82.2%+6.3pp | 67.2%+21.3pp |
| Annual return | 23.30% | 8730.91%-8707.6pp | 418.34%-395.0pp | 1364.94%-1341.6pp |
| Employer contribution / active EE | $3,099 | $3,810-18.7% | $4,933-37.2% | $2,623+18.2% |
| Participant deferral / active EE | $5,928 | $7,303-18.8% | $8,070-26.5% | $4,346+36.4% |
| Admin fee / account holder | $6 | $1,739-99.7% | $12,998-100.0% | $1,942-99.7% |