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.7+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $10,692 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,708 | $58,290-66.2% | $98,442-80.0% | $86,799-77.3% |
| Participation rate | 73.8% | 68.3%+5.5pp | 73.3%+0.4pp | 72.3%+1.5pp |
| Annual return | 16.15% | 43.48%-27.3pp | 1492.73%-1476.6pp | 97.91%-81.8pp |
| Employer contribution / active EE | $661 | $2,008-67.1% | $2,960-77.7% | $2,405-72.5% |
| Participant deferral / active EE | $1,539 | $3,152-51.2% | $4,276-64.0% | $4,131-62.7% |
| Admin fee / account holder | $39 | $138-71.5% | $5,949-99.3% | $170-76.9% |