See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LETORT MANAGEMENT & TRUST CO.8+ years Service code 15 · EIN 25-1900215 | Recordkeeping | $30,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,407 | $49,451-30.4% | $79,550-56.7% | $66,914-48.6% |
| Participation rate | 51.2% | 61.3%-10.1pp | 69.5%-18.3pp | 69.8%-18.6pp |
| Annual return | -11.46% | 84.25%-95.7pp | 0.16%-11.6pp | 1.58%-13.0pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,289 | $3,159-27.5% | $3,985-42.6% | $4,237-46.0% |
| Admin fee / account holder | $218 | $595-63.3% | $6,832-96.8% | $593-63.2% |