See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.9+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $68,368 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,615 | $76,670+16.9% | $96,683-7.3% | $71,457+25.4% |
| Participation rate | 88.6% | 66.6%+22.0pp | 74.3%+14.2pp | 67.9%+20.6pp |
| Annual return | 23.04% | 48.29%-25.3pp | 35.69%-12.7pp | 28.85%-5.8pp |
| Employer contribution / active EE | $1,830 | $3,031-39.6% | $3,737-51.0% | $2,588-29.3% |
| Participant deferral / active EE | $8,621 | $3,771+128.6% | $4,878+76.7% | $4,289+101.0% |
| Admin fee / account holder | $368 | $2,028-81.9% | $6,730-94.5% | $1,587-76.8% |