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 | $155,037 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,131 | $74,462-52.8% | $81,983-57.1% | $90,288-61.1% |
| Participation rate | 70.1% | 69.7%+0.4pp | 69.2%+0.9pp | 73.4%-3.3pp |
| Annual return | 17.36% | 17.56%-0.2pp | 41.31%-24.0pp | 53.97%-36.6pp |
| Employer contribution / active EE | $532 | $2,334-77.2% | $2,498-78.7% | $2,524-78.9% |
| Participant deferral / active EE | $2,925 | $3,602-18.8% | $3,722-21.4% | $4,232-30.9% |
| Admin fee / account holder | $109 | $98+11.7% | $5,664-98.1% | $114-4.0% |