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.9+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $95,079 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,923 | $47,126+31.4% | $149,673-58.6% | $74,419-16.8% |
| Participation rate | 88.9% | 63.4%+25.5pp | 78.8%+10.1pp | 70.7%+18.2pp |
| Annual return | 15.91% | 22.75%-6.8pp | 134.42%-118.5pp | 34.38%-18.5pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,574 | $2,728+67.7% | $5,680-19.5% | $4,528+1.0% |
| Admin fee / account holder | $272 | $343-20.5% | $13,210-97.9% | $348-21.7% |