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.3+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $43,333 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,332 | $58,726+18.1% | $92,233-24.8% | $62,292+11.3% |
| Participation rate | 86.4% | 68.3%+18.1pp | 76.5%+9.9pp | 69.5%+16.9pp |
| Annual return | 23.87% | 43.62%-19.7pp | 176.28%-152.4pp | 28.90%-5.0pp |
| Employer contribution / active EE | $696 | $2,392-70.9% | $3,679-81.1% | $2,042-65.9% |
| Participant deferral / active EE | $5,348 | $2,766+93.4% | $3,897+37.2% | $3,169+68.8% |
| Admin fee / account holder | $318 | $556-42.9% | $5,194-93.9% | $479-33.7% |