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.4+ years Service code 15 · EIN 25-1900215 | Recordkeeping | $26,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,449 | $42,548-30.8% | $74,550-60.5% | $56,287-47.7% |
| Participation rate | 67.3% | 60.5%+6.8pp | 69.1%-1.8pp | 69.9%-2.5pp |
| Annual return | -6.30% | 12.40%-18.7pp | 32.53%-38.8pp | -9.96%+3.7pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,783 | $2,277+22.2% | $3,108-10.5% | $3,350-16.9% |
| Admin fee / account holder | $177 | $467-62.0% | $5,060-96.5% | $521-65.9% |