Filed April 6, 2023 (most recent of 4 filings on file)
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 | $51,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,907 | $88,083+7.7% | $164,813-42.4% | $74,495+27.4% |
| Participation rate | 98.7% | 73.0%+25.7pp | 78.6%+20.1pp | 67.2%+31.5pp |
| Annual return | 14.99% | 17.26%-2.3pp | 69.93%-54.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,579 | $2,593+38.0% | $4,341-17.6% | $2,623+36.4% |
| Participant deferral / active EE | $4,124 | $4,498-8.3% | $6,031-31.6% | $4,346-5.1% |
| Admin fee / account holder | $264 | $2,234-88.2% | $12,690-97.9% | $1,942-86.4% |