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.5+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $98,867 |
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 | $45,215 | $62,928-28.1% | $172,739-73.8% | $67,579-33.1% |
| Participation rate | 98.4% | 64.5%+34.0pp | 82.6%+15.8pp | 71.3%+27.2pp |
| Annual return | 21.67% | 30.36%-8.7pp | 802.84%-781.2pp | 378.56%-356.9pp |
| Employer contribution / active EE | $2,303 | $1,636+40.8% | $5,143-55.2% | $2,148+7.2% |
| Participant deferral / active EE | $4,764 | $2,145+122.1% | $5,198-8.3% | $3,539+34.6% |
| Admin fee / account holder | $196 | $167+17.9% | $13,954-98.6% | $142+38.1% |