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.6+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $57,113 |
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 | $90,027 | $69,362+29.8% | $101,248-11.1% | $73,488+22.5% |
| Participation rate | 87.7% | 68.4%+19.3pp | 75.8%+11.9pp | 70.7%+17.0pp |
| Annual return | 17.46% | 18.46%-1.0pp | 46.47%-29.0pp | 28.51%-11.0pp |
| Employer contribution / active EE | $794 | $2,628-69.8% | $3,660-78.3% | $2,270-65.0% |
| Participant deferral / active EE | $6,861 | $3,300+107.9% | $4,370+57.0% | $3,740+83.5% |
| Admin fee / account holder | $389 | $704-44.7% | $5,945-93.5% | $513-24.2% |