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.1+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $36,257 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,064 | $50,464-4.8% | $75,781-36.6% | $52,331-8.2% |
| Participation rate | 88.1% | 66.8%+21.3pp | 75.8%+12.2pp | 68.1%+20.0pp |
| Annual return | 3.84% | 1.03%+2.8pp | 9.68%-5.8pp | 4.54%-0.7pp |
| Employer contribution / active EE | $575 | $1,988-71.1% | $3,323-82.7% | $1,882-69.4% |
| Participant deferral / active EE | $4,293 | $2,570+67.0% | $3,651+17.6% | $3,022+42.0% |
| Admin fee / account holder | $260 | $1,103-76.4% | $5,299-95.1% | $592-56.0% |