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 |
|---|---|---|
LT TRUST COMPANY7+ years Service code 13 · EIN 61-1607607 | Contract Administrator | $63,001 |
Filed as: AHT/KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $15,965 |
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 | $68,120 | $86,897-21.6% | $151,611-55.1% | $64,808+5.1% |
| Participation rate | 93.4% | 87.3%+6.1pp | 87.5%+5.9pp | 71.5%+21.9pp |
| Annual return | -9.89% | -3.57%-6.3pp | 3.33%-13.2pp | 32.82%-42.7pp |
| Employer contribution / active EE | $3,558 | $4,010-11.3% | $6,166-42.3% | $2,506+42.0% |
| Participant deferral / active EE | $3,958 | $6,690-40.8% | $8,363-52.7% | $4,310-8.2% |
| Admin fee / account holder | $156 | $153+1.8% | $11,616-98.7% | $188-17.1% |