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 Service code 15 · EIN 48-0477525 | Recordkeeping | $23,255 |
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 | $70,648 | $69,515+1.6% | $86,874-18.7% | $85,850-17.7% |
| Participation rate | 70.5% | 66.3%+4.2pp | 71.6%-1.1pp | 69.3%+1.2pp |
| Annual return | 33.12% | 20.12%+13.0pp | 63.52%-30.4pp | 318.53%-285.4pp |
| Employer contribution / active EE | $935 | $1,880-50.3% | $2,495-62.5% | $2,565-63.5% |
| Participant deferral / active EE | $2,361 | $2,919-19.1% | $3,699-36.2% | $3,952-40.2% |
| Admin fee / account holder | $260 | $5,972-95.6% | $5,828-95.5% | $6,260-95.8% |