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 COMPANY3 years Service code 15 · EIN 61-1607607 1675 BROADWAY ST., SUITE 500 · DENVER, CO 80202 | Recordkeeping | $14,672 |
AMERICA'S 401K, INC.1 year Filed as: AMERICA'S BEST 401(K), LLT Service code 27 · EIN 47-2843220 17470 NORTH PACESETTER WAY · SCOTTSDALE, AZ 85255 | Advisory (Plan) | $5,098 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 13 · EIN 43-1270780 5440 W 110TH STREET · OVERLAND, KS 66211 | Contract Administrator | $5,098 |
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 | $25,409 | $56,972-55.4% | $182,532-86.1% | $65,185-61.0% |
| Participation rate | 77.8% | 66.5%+11.2pp | 78.0%-0.2pp | 70.2%+7.6pp |
| Annual return | 26.94% | 27.67%-0.7pp | 148.54%-121.6pp | 29.38%-2.4pp |
| Employer contribution / active EE | $2,118 | $1,615+31.2% | $4,076-48.0% | $2,177-2.7% |
| Participant deferral / active EE | $5,010 | $3,526+42.1% | $5,524-9.3% | $3,514+42.6% |
| Admin fee / account holder | $102 | $528-80.6% | $8,592-98.8% | $847-87.9% |