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 COMPANY1 year Filed as: LT TRUST Service code 15 · EIN 61-1607607 PO BOX 5508 · DENVER, CO 80217 | Recordkeeping | $14,815 |
Filed as: HUMAN INTEREST ADVISORS LLC Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $1,794 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,987 | $66,813-41.6% | $100,516-61.2% | $73,488-46.9% |
| Participation rate | 77.5% | 77.5%+0.1pp | 79.4%-1.9pp | 70.7%+6.8pp |
| Annual return | 104.40% | 25.70%+78.7pp | 30.89%+73.5pp | 28.51%+75.9pp |
| Employer contribution / active EE | $3,526 | $2,147+64.2% | $3,418+3.2% | $2,270+55.3% |
| Participant deferral / active EE | $7,156 | $5,883+21.6% | $6,270+14.1% | $3,740+91.4% |
| Admin fee / account holder | $123 | $512-75.9% | $8,081-98.5% | $513-75.9% |