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 COMPANY2 years Service code 15 · EIN 61-1607607 1675 BROADWAY ST., SUITE 500 · DENVER, CO 80202 | Recordkeeping | $12,440 |
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 | $20,601 | $48,576-57.6% | $169,463-87.8% | $56,287-63.4% |
| Participation rate | 77.5% | 65.8%+11.6pp | 77.8%-0.3pp | 69.9%+7.6pp |
| Annual return | -6.93% | -2.51%-4.4pp | 1.83%-8.8pp | -9.96%+3.0pp |
| Employer contribution / active EE | $2,695 | $1,559+72.9% | $4,159-35.2% | $2,111+27.7% |
| Participant deferral / active EE | $4,625 | $3,275+41.2% | $5,277-12.4% | $3,350+38.1% |
| Admin fee / account holder | $93 | $435-78.6% | $9,109-99.0% | $521-82.2% |