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.4+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $61,614 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,329 | $59,186+22.2% | $76,768-5.8% | $56,287+28.5% |
| Participation rate | 92.1% | 75.2%+16.9pp | 77.0%+15.1pp | 69.9%+22.3pp |
| Annual return | -5.56% | 6.62%-12.2pp | 2.43%-8.0pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,081 | $1,759+18.3% | $2,485-16.3% | $2,111-1.4% |
| Participant deferral / active EE | $4,213 | $3,255+29.4% | $3,852+9.4% | $3,350+25.8% |
| Admin fee / account holder | $253 | $489-48.2% | $6,675-96.2% | $521-51.4% |