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.9+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $10,688 |
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 | $19,854 | $52,208-62.0% | $86,612-77.1% | $74,419-73.3% |
| Participation rate | 70.4% | 66.3%+4.1pp | 71.7%-1.3pp | 70.7%-0.3pp |
| Annual return | 19.10% | 44.46%-25.4pp | 591.07%-572.0pp | 34.38%-15.3pp |
| Employer contribution / active EE | $671 | $2,282-70.6% | $3,022-77.8% | $2,637-74.6% |
| Participant deferral / active EE | $1,593 | $3,383-52.9% | $4,438-64.1% | $4,528-64.8% |
| Admin fee / account holder | $43 | $319-86.4% | $5,614-99.2% | $348-87.6% |