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 15 · EIN 48-0477525 | Recordkeeping | $943,653 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,829 | $113,995+8.6% | $127,761-3.1% | $77,787+59.2% |
| Participation rate | 99.6% | 85.7%+13.9pp | 79.0%+20.6pp | 73.2%+26.4pp |
| Annual return | 18.31% | 26.09%-7.8pp | 26.14%-7.8pp | 32.57%-14.3pp |
| Employer contribution / active EE | $5,827 | $6,012-3.1% | $4,574+27.4% | $2,504+132.7% |
| Participant deferral / active EE | $8,067 | $7,267+11.0% | $6,021+34.0% | $3,967+103.3% |
| Admin fee / account holder | $211 | $108+95.5% | $9,395-97.8% | $100+110.5% |