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 COMPANY1 year Filed as: LT TRUST Service code 12 · EIN 61-1607607 | Claims processing; Custodial (other t... | $14,517 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $11,986 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,109 | $62,132-49.9% | $185,823-83.3% | $73,488-57.7% |
| Participation rate | 80.3% | 67.8%+12.5pp | 78.0%+2.3pp | 70.7%+9.6pp |
| Annual return | 17.59% | 20.44%-2.8pp | 35.95%-18.4pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,419 | $1,681+43.9% | $4,087-40.8% | $2,270+6.5% |
| Participant deferral / active EE | $5,373 | $3,711+44.8% | $5,632-4.6% | $3,740+43.7% |
| Admin fee / account holder | $106 | $419-74.6% | $9,500-98.9% | $513-79.3% |