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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,580 |
INTRUST BANK, N.A.5 years Filed as: INTRUST BANK NA Service code 27 · EIN 48-0477525 | Advisory (Plan) | $35,000 |
Service code 10 · EIN 48-1032691 | Accounting | $12,037 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,942 | $42,353+60.4% | $79,550-14.6% | $64,808+4.8% |
| Participation rate | 97.9% | 64.8%+33.1pp | 69.5%+28.4pp | 71.5%+26.4pp |
| Annual return | -15.42% | -12.24%-3.2pp | 0.16%-15.6pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,579 | $1,181+33.7% | $2,413-34.6% | $2,506-37.0% |
| Participant deferral / active EE | $4,905 | $3,170+54.7% | $3,985+23.1% | $4,310+13.8% |
| Admin fee / account holder | $190 | $160+18.8% | $6,832-97.2% | $188+0.9% |