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.4+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $50,843 |
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 | $57,455 | $55,449+3.6% | $83,848-31.5% | $56,287+2.1% |
| Participation rate | 85.2% | 68.0%+17.2pp | 76.1%+9.1pp | 69.9%+15.4pp |
| Annual return | -6.72% | -1.38%-5.3pp | 850.88%-857.6pp | -9.96%+3.2pp |
| Employer contribution / active EE | $655 | $2,430-73.1% | $3,631-82.0% | $2,111-69.0% |
| Participant deferral / active EE | $5,676 | $2,935+93.4% | $4,082+39.1% | $3,350+69.4% |
| Admin fee / account holder | $324 | $656-50.6% | $5,478-94.1% | $521-37.8% |