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.5+ years Service code 16 · EIN 48-0477525 | Consulting | $22,064 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,731 | $62,132-71.5% | $185,823-90.5% | $73,488-75.9% |
| Participation rate | 91.0% | 67.8%+23.2pp | 78.0%+13.0pp | 70.7%+20.4pp |
| Annual return | 13.06% | 20.44%-7.4pp | 35.95%-22.9pp | 28.51%-15.5pp |
| Employer contribution / active EE | $603 | $1,681-64.1% | $4,087-85.2% | $2,270-73.4% |
| Participant deferral / active EE | $1,745 | $3,711-53.0% | $5,632-69.0% | $3,740-53.3% |
| Admin fee / account holder | $143 | $419-66.0% | $9,500-98.5% | $513-72.2% |