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 | $48,703 |
INTRUST BANK, N.A.6 years Filed as: INTRUST BANK NA Service code 27 · EIN 48-0477525 | Advisory (Plan) | $35,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,322 | $53,165+51.1% | $86,188-6.8% | $74,419+7.9% |
| Participation rate | 98.3% | 64.9%+33.4pp | 69.0%+29.3pp | 70.7%+27.5pp |
| Annual return | 15.16% | 22.64%-7.5pp | 1168.45%-1153.3pp | 34.38%-19.2pp |
| Employer contribution / active EE | $2,380 | $1,210+96.7% | $2,3800% | $2,637-9.8% |
| Participant deferral / active EE | $5,924 | $3,234+83.1% | $3,985+48.6% | $4,528+30.8% |
| Admin fee / account holder | $169 | $551-69.3% | $6,852-97.5% | $348-51.4% |