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 COMPANY3+ years Filed as: LT TRUST Service code 15 · EIN 41-1481683 1675 BROADWAY SUITE 500 · DENVER, CO 80202 | Recordkeeping | $29,253 |
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.
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 | $34,368 | $89,739-61.7% | $149,718-77.0% | $62,292-44.8% |
| Participation rate | 69.2% | 85.1%-15.9pp | 87.1%-17.9pp | 69.5%-0.3pp |
| Annual return | 20.34% | 21.01%-0.7pp | 1501.63%-1481.3pp | 28.90%-8.6pp |
| Employer contribution / active EE | $2,308 | $3,233-28.6% | $5,445-57.6% | $2,042+13.0% |
| Participant deferral / active EE | $3,593 | $4,797-25.1% | $6,569-45.3% | $3,169+13.4% |
| Admin fee / account holder | $178 | $551-67.6% | $11,283-98.4% | $479-62.8% |