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 |
|---|---|---|
LETORT MANAGEMENT & TRUST CO.2+ years Service code 15 · EIN 25-1900215 | Recordkeeping | $21,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,342 | $42,546-28.7% | $71,796-57.7% | $55,167-45.0% |
| Participation rate | 61.4% | 59.1%+2.3pp | 69.1%-7.7pp | 69.0%-7.6pp |
| Annual return | 8.35% | 12.36%-4.0pp | 78.04%-69.7pp | 169.23%-160.9pp |
| Employer contribution / active EE | $354 | $803-56.0% | $1,924-81.6% | $1,963-82.0% |
| Participant deferral / active EE | $2,260 | $2,064+9.5% | $2,794-19.1% | $3,054-26.0% |
| Admin fee / account holder | $169 | $650-74.0% | $4,815-96.5% | $504-66.5% |