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.7+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $109,340 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,816 | $56,485-3.0% | $185,823-70.5% | $86,799-36.8% |
| Participation rate | 95.8% | 65.5%+30.3pp | 81.7%+14.1pp | 72.3%+23.5pp |
| Annual return | 12.78% | 118.04%-105.3pp | 122.05%-109.3pp | 97.91%-85.1pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,356 | $2,553+70.6% | $5,568-21.8% | $4,131+5.4% |
| Admin fee / account holder | $237 | $150+58.2% | $16,237-98.5% | $170+39.6% |