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 · EIN 61-1607607 PO BOX · DENVER, CO 80217 | Recordkeeping | $12,779 |
Filed as: HUMAN INTEREST ADVISORS LLC Service code 13 · EIN 47-4307706 300 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Contract Administrator | $3,149 |
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 | $23,550 | $66,813-64.8% | $100,516-76.6% | $73,488-68.0% |
| Participation rate | 75.7% | 77.5%-1.8pp | 79.4%-3.7pp | 70.7%+5.0pp |
| Annual return | 64.30% | 25.70%+38.6pp | 30.89%+33.4pp | 28.51%+35.8pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,398 | $5,883+42.7% | $6,270+33.9% | $3,740+124.6% |
| Admin fee / account holder | $75 | $512-85.3% | $8,081-99.1% | $513-85.3% |