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.3+ years Service code 15 · EIN 25-1900215 | Recordkeeping | $24,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $29,653 | $51,466-42.4% | $78,778-62.4% | $62,292-52.4% |
| Participation rate | 68.9% | 59.8%+9.1pp | 69.2%-0.3pp | 69.5%-0.6pp |
| Annual return | 12.28% | 19.96%-7.7pp | 35.62%-23.3pp | 28.90%-16.6pp |
| Employer contribution / active EE | $305 | $827-63.1% | $1,986-84.6% | $2,042-85.1% |
| Participant deferral / active EE | $2,520 | $2,147+17.3% | $2,958-14.8% | $3,169-20.5% |
| Admin fee / account holder | $165 | $489-66.2% | $5,134-96.8% | $479-65.5% |