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.8+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $66,896 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,430 | $64,119+20.8% | $112,228-31.0% | $66,914+15.7% |
| Participation rate | 91.2% | 68.5%+22.7pp | 75.1%+16.1pp | 69.8%+21.4pp |
| Annual return | -19.58% | -13.81%-5.8pp | 27.45%-47.0pp | 1.58%-21.2pp |
| Employer contribution / active EE | $1,674 | $3,005-44.3% | $3,635-53.9% | $2,544-34.2% |
| Participant deferral / active EE | $7,466 | $3,693+102.2% | $4,728+57.9% | $4,237+76.2% |
| Admin fee / account holder | $387 | $625-38.2% | $6,410-94.0% | $593-34.8% |