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.10+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $98,049 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,552 | $163,264-58.0% | $155,509-55.9% | - |
| Participation rate | 89.2% | 62.7%+26.5pp | 78.2%+11.0pp | - |
| Annual return | 12.18% | 19.38%-7.2pp | 64.67%-52.5pp | - |
| Employer contribution / active EE | $1 | $2,490-100.0% | $4,672-100.0% | - |
| Participant deferral / active EE | $4,346 | $2,914+49.1% | $5,626-22.8% | - |
| Admin fee / account holder | $294 | $96,217-99.7% | $15,912-98.2% | - |