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 | $89,848 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,314 | $88,982-27.7% | $102,438-37.2% | $77,671-17.2% |
| Participation rate | 87.7% | 80.9%+6.8pp | 76.5%+11.2pp | 70.6%+17.1pp |
| Annual return | 11.43% | 25.01%-13.6pp | 29.37%-17.9pp | 31.21%-19.8pp |
| Employer contribution / active EE | $987 | $2,698-63.4% | $3,024-67.4% | $2,726-63.8% |
| Participant deferral / active EE | $2,671 | $5,144-48.1% | $5,054-47.1% | $4,648-42.5% |
| Admin fee / account holder | $305 | $236+29.3% | $9,448-96.8% | $430-29.2% |