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.9+ years Filed as: INTRUST BANK NA Service code 27 · EIN 48-0477525 | Advisory (Plan) | $29,504 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $27,995 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,598 | $91,372+38.6% | $129,995-2.6% | $74,419+70.1% |
| Participation rate | 87.5% | 77.8%+9.7pp | 78.5%+9.0pp | 70.7%+16.8pp |
| Annual return | 16.07% | 23.21%-7.1pp | -137.18%+153.2pp | 34.38%-18.3pp |
| Employer contribution / active EE | $2,377 | $2,563-7.3% | $4,320-45.0% | $2,637-9.9% |
| Participant deferral / active EE | $7,275 | $4,721+54.1% | $5,820+25.0% | $4,528+60.7% |
| Admin fee / account holder | $232 | $283-18.0% | $10,614-97.8% | $348-33.2% |