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 Filed as: LT TRUST Service code 15 PO BOX 5508 · DENVER, CO 80217 | Recordkeeping | $11,482 |
Filed as: HUMAN INTEREST, INC Service code 15 300 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Recordkeeping | $1,454 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,082 | $99,957-79.9% | $149,696-86.6% | $73,488-72.7% |
| Participation rate | 52.2% | 75.7%-23.5pp | 82.5%-30.3pp | 70.7%-18.5pp |
| Annual return | 30.33% | 53.87%-23.5pp | 276.60%-246.3pp | 28.51%+1.8pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,262 | $6,073+52.5% | $6,842+35.4% | $3,740+147.7% |
| Admin fee / account holder | $87 | $551-84.2% | $9,309-99.1% | $513-83.0% |