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.6+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $100,245 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,925 | $52,293-6.4% | $178,490-72.6% | $73,409-33.4% |
| Participation rate | 96.3% | 65.3%+31.0pp | 81.9%+14.4pp | 72.2%+24.2pp |
| Annual return | 12.83% | 34.75%-21.9pp | 151.07%-138.2pp | 59.29%-46.5pp |
| Employer contribution / active EE | $149 | $1,735-91.4% | $5,011-97.0% | $2,234-93.3% |
| Participant deferral / active EE | $4,060 | $2,332+74.1% | $5,202-22.0% | $3,805+6.7% |
| Admin fee / account holder | $207 | $127+62.4% | $13,984-98.5% | $158+31.0% |