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.1+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $53,443 |
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 | $56,221 | $72,770-22.7% | $67,652-16.9% | $55,191+1.9% |
| Participation rate | 74.4% | 78.8%-4.3pp | 75.7%-1.2pp | 69.2%+5.3pp |
| Annual return | -0.03% | -3.26%+3.2pp | 6625.04%-6625.1pp | 10.78%-10.8pp |
| Employer contribution / active EE | $760 | $1,769-57.1% | $2,266-66.5% | $1,899-60.0% |
| Participant deferral / active EE | $1,990 | $3,408-41.6% | $3,560-44.1% | $3,046-34.7% |
| Admin fee / account holder | $234 | $79+196.8% | $4,821-95.1% | $91+157.7% |