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 9-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 15 · EIN 61-1607607 PO BOX 5508 · DENVER, CO 80217 | Recordkeeping | $12,399 |
Filed as: HUMAN INTEREST ADVISORS LLC Service code 13 · EIN 47-4307706 300 MONTGOMERY · SAN FRANCISCO, CA 94104 | Contract Administrator | $1,247 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $17,041 | $63,861-73.3% | $104,607-83.7% | $79,858-78.7% |
| Participation rate | 0.0% | 64.9%-64.9pp | 74.1%-74.1pp | 69.6%-69.6pp |
| Annual return | 31.53% | 21.30%+10.2pp | 340.46%-308.9pp | 31.71%-0.2pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,140 | $2,693+239.3% | $3,740+144.4% | $3,740+144.4% |
| Admin fee / account holder | $84 | $4,185-98.0% | $6,473-98.7% | $5,306-98.4% |