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 15 · EIN 61-1607607 5975 S. QUEBEC, SUITE 330 · CENTENNIAL, CO 80111 | Recordkeeping | $31,936 |
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 | $19,015 | $51,197-62.9% | $82,719-77.0% | $66,914-71.6% |
| Participation rate | 88.9% | 67.8%+21.1pp | 72.6%+16.4pp | 69.8%+19.1pp |
| Annual return | -16.90% | -9.64%-7.3pp | 701.18%-718.1pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,687 | $2,611+2.9% | $3,009-10.7% | $2,544+5.6% |
| Participant deferral / active EE | $5,026 | $3,458+45.4% | $4,395+14.4% | $4,237+18.6% |
| Admin fee / account holder | $105 | $416-74.6% | $5,329-98.0% | $593-82.2% |