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.2+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $135,330 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,570 | $168,231-91.9% | $67,834-80.0% | $63,975-78.8% |
| Participation rate | 78.7% | 66.8%+11.9pp | 68.8%+9.9pp | 71.1%+7.5pp |
| Annual return | 8.14% | 11.76%-3.6pp | 138.47%-130.3pp | 48.65%-40.5pp |
| Employer contribution / active EE | $852 | $1,907-55.3% | $2,403-64.6% | $2,182-61.0% |
| Participant deferral / active EE | $2,399 | $2,827-15.1% | $3,160-24.1% | $3,356-28.5% |
| Admin fee / account holder | $66 | $81-18.3% | $4,622-98.6% | $70-6.6% |