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.5+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $54,151 |
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 | $82,725 | $65,376+26.5% | $87,100-5.0% | $65,185+26.9% |
| Participation rate | 93.1% | 75.3%+17.7pp | 76.9%+16.2pp | 70.2%+22.9pp |
| Annual return | 23.08% | 31.27%-8.2pp | 28.19%-5.1pp | 29.38%-6.3pp |
| Employer contribution / active EE | $2,231 | $1,822+22.4% | $2,521-11.5% | $2,177+2.5% |
| Participant deferral / active EE | $4,416 | $3,388+30.3% | $4,049+9.1% | $3,514+25.7% |
| Admin fee / account holder | $210 | $520-59.6% | $7,497-97.2% | $847-75.2% |