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.6+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $46,012 |
Filed as: BUKATY COMPANIES FINANCIAL SERVICES Service code 28 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Investment Management | $24,375 |
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 | $94,816 | $73,638+28.8% | $95,952-1.2% | $73,488+29.0% |
| Participation rate | 90.9% | 76.2%+14.8pp | 77.1%+13.8pp | 70.7%+20.2pp |
| Annual return | 12.87% | 16.78%-3.9pp | 91.61%-78.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $2,560 | $1,863+37.4% | $2,541+0.7% | $2,270+12.8% |
| Participant deferral / active EE | $5,015 | $3,617+38.6% | $4,167+20.3% | $3,740+34.1% |
| Admin fee / account holder | $278 | $482-42.2% | $6,795-95.9% | $513-45.7% |