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 | $15,691 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,249 | $54,237-73.7% | $90,281-84.2% | $67,579-78.9% |
| Participation rate | 74.6% | 68.6%+6.0pp | 73.3%+1.3pp | 71.3%+3.3pp |
| Annual return | 24.51% | 37.27%-12.8pp | 78.10%-53.6pp | 378.56%-354.0pp |
| Employer contribution / active EE | $528 | $1,846-71.4% | $2,854-81.5% | $2,148-75.4% |
| Participant deferral / active EE | $1,135 | $2,625-56.8% | $3,885-70.8% | $3,539-67.9% |
| Admin fee / account holder | $28 | $123-77.4% | $5,351-99.5% | $142-80.4% |