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.10+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $13,352 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,922 | $79,171+7.3% | $102,423-17.1% | $74,495+14.0% |
| Participation rate | 89.5% | 74.8%+14.7pp | 76.5%+13.0pp | 67.2%+22.3pp |
| Annual return | 18.09% | 54.93%-36.8pp | 29.32%-11.2pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $2,506 | $2,362+6.1% | $3,023-17.1% | $2,623-4.5% |
| Participant deferral / active EE | $4,470 | $4,415+1.2% | $5,053-11.5% | $4,346+2.9% |
| Admin fee / account holder | $63 | $2,001-96.9% | $9,451-99.3% | $1,942-96.8% |