See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.10+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $85,169 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,950 | $80,724+6.5% | $103,333-16.8% | $74,495+15.4% |
| Participation rate | 93.0% | 65.7%+27.3pp | 74.5%+18.5pp | 67.2%+25.8pp |
| Annual return | 13.93% | 27.56%-13.6pp | 24.88%-11.0pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,355 | $3,157-25.4% | $3,868-39.1% | $2,623-10.2% |
| Participant deferral / active EE | $9,224 | $3,860+138.9% | $5,057+82.4% | $4,346+112.2% |
| Admin fee / account holder | $373 | $2,368-84.2% | $8,355-95.5% | $1,942-80.8% |