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 COMPANY4 years Service code 12 · EIN 61-1607607 | Recordkeeping fees; Direct payment fr... | $18,122 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $17,979 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,098 | $99,957-69.9% | $149,696-79.9% | $73,488-59.0% |
| Participation rate | 87.8% | 75.7%+12.1pp | 82.5%+5.3pp | 70.7%+17.1pp |
| Annual return | 25.86% | 53.87%-28.0pp | 276.60%-250.7pp | 28.51%-2.7pp |
| Employer contribution / active EE | $681 | $3,191-78.6% | $4,644-85.3% | $2,270-70.0% |
| Participant deferral / active EE | $6,101 | $6,073+0.5% | $6,842-10.8% | $3,740+63.2% |
| Admin fee / account holder | $116 | $551-78.9% | $9,309-98.8% | $513-77.4% |