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 Service code 13 · EIN 61-1607607 1675 BROADWAY · DENVER, CO 80202 | Contract Administrator | $5,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,937 | $47,648-74.9% | $130,648-90.9% | $67,579-82.3% |
| Participation rate | 4.5% | 60.4%-55.9pp | 71.7%-67.2pp | 71.3%-66.7pp |
| Annual return | 24.49% | 25.73%-1.2pp | 1708.96%-1684.5pp | 378.56%-354.1pp |
| Employer contribution / active EE | $0 | $1,408-100.0% | $4,092-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $146 | $2,616-94.4% | $3,603-95.9% | $3,539-95.9% |
| Admin fee / account holder | $143 | $105+35.8% | $5,464-97.4% | $142+0.2% |