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.6+ years Filed as: INTRUST BANK NA Service code 27 · EIN 48-0477525 | Advisory (Plan) | $34,262 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,757 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $140,194 | $78,419+78.8% | $133,956+4.7% | $73,409+91.0% |
| Participation rate | 85.5% | 78.6%+6.9pp | 79.8%+5.7pp | 72.2%+13.3pp |
| Annual return | 12.91% | 33.35%-20.4pp | 45.09%-32.2pp | 59.29%-46.4pp |
| Employer contribution / active EE | $1,488 | $2,044-27.2% | $3,919-62.0% | $2,234-33.4% |
| Participant deferral / active EE | $5,513 | $3,925+40.5% | $5,048+9.2% | $3,805+44.9% |
| Admin fee / account holder | $244 | $161+51.0% | $8,927-97.3% | $158+54.3% |