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 Filed as: LT TRUST Service code 12 · EIN 61-1607607 | Participant loan processing; Custodia... | $39,889 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $19,591 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,712 | $64,286-88.0% | $90,951-91.5% | $73,409-89.5% |
| Participation rate | 96.3% | 63.6%+32.7pp | 69.0%+27.3pp | 72.2%+24.1pp |
| Annual return | 11.28% | 21.45%-10.2pp | 134.60%-123.3pp | 59.29%-48.0pp |
| Employer contribution / active EE | $581 | $895-35.0% | $2,122-72.6% | $2,234-74.0% |
| Participant deferral / active EE | $2,154 | $2,453-12.2% | $3,373-36.1% | $3,805-43.4% |
| Admin fee / account holder | $71 | $287-75.4% | $5,959-98.8% | $158-55.2% |