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 8-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.7 years Service code 13 · EIN 48-0477525 | Contract Administrator | $48,630 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,574 | $54,517+84.5% | $75,972+32.4% | $74,495+35.0% |
| Participation rate | 76.4% | 60.3%+16.1pp | 69.1%+7.3pp | 67.2%+9.2pp |
| Annual return | 14.52% | 31.82%-17.3pp | 359.55%-345.0pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,380 | $1,777+90.2% | $2,685+25.9% | $2,623+28.9% |
| Participant deferral / active EE | $6,126 | $3,066+99.9% | $4,255+44.0% | $4,346+41.0% |
| Admin fee / account holder | $368 | $2,229-83.5% | $6,467-94.3% | $1,942-81.0% |