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 COMPANY8+ years Filed as: LT TRUST Service code 14 · EIN 61-1607607 | Plan Administrator | $11,986 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 14 P.O BOX 64012 · BALTIMORE, MD 21264 | Plan Administrator | $7,142 |
WILLIAMS KEEPERS LLC6 years Filed as: WILLIAMS GROUP Service code 27 4440 PGA BOULEVARD · PALM BEACH GARDENS, FL 33410 | Advisory (Plan) | $5,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,871 | $47,898-35.5% | $117,472-73.7% | $64,808-52.4% |
| Participation rate | 70.3% | 61.9%+8.4pp | 70.6%-0.3pp | 71.5%-1.2pp |
| Annual return | -11.69% | -15.54%+3.9pp | 29.74%-41.4pp | 32.82%-44.5pp |
| Employer contribution / active EE | $928 | $1,774-47.7% | $4,176-77.8% | $2,506-63.0% |
| Participant deferral / active EE | $1,515 | $3,151-51.9% | $4,070-62.8% | $4,310-64.8% |
| Admin fee / account holder | $75 | $132-43.4% | $5,645-98.7% | $188-60.3% |