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 5-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 |
|---|---|---|
LT TRUST COMPANY1+ years Filed as: LT TRUST Service code 12 · EIN 61-1607607 | Participant loan processing; Recordke... | $5,656 |
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 | $148,610 | $91,190+63.0% | $178,490-16.7% | $79,858+86.1% |
| Participation rate | 81.1% | 69.2%+11.9pp | 81.9%-0.8pp | 69.6%+11.5pp |
| Annual return | 13.85% | 24.19%-10.3pp | 151.07%-137.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,180 | $3,256-33.1% | $5,011-56.5% | $2,471-11.8% |
| Participant deferral / active EE | $6,701 | $3,236+107.1% | $5,202+28.8% | $3,740+79.2% |
| Admin fee / account holder | $61 | $6,751-99.1% | $13,984-99.6% | $5,306-98.8% |