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 8-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 Service code 15 · EIN 61-1607607 5975 S. QUEBEC, SUITE 330 · CENTENNIAL, CO 80111 | Recordkeeping | $7,591 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,802 | $58,320-72.9% | $86,436-81.7% | $66,914-76.4% |
| Participation rate | 92.1% | 78.6%+13.5pp | 80.3%+11.7pp | 69.8%+22.3pp |
| Annual return | -1.42% | -9.71%+8.3pp | 4394.89%-4396.3pp | 1.58%-3.0pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $10,033 | $6,899+45.4% | $6,952+44.3% | $4,237+136.8% |
| Admin fee / account holder | $41 | $546-92.5% | $6,731-99.4% | $593-93.1% |