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.8+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $107,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,236 | $46,292+15.0% | $143,757-63.0% | $64,808-17.9% |
| Participation rate | 92.1% | 64.2%+27.9pp | 80.3%+11.8pp | 71.5%+20.7pp |
| Annual return | -16.89% | -10.05%-6.8pp | -0.04%-16.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,507 | $2,646+70.4% | $5,637-20.0% | $4,310+4.6% |
| Admin fee / account holder | $285 | $154+85.5% | $14,673-98.1% | $188+51.9% |