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+ years Service code 15 · EIN 61-1607607 1675 BROADWAY ST. SUITE 500 · DENVER, CO 80202 | Recordkeeping | $6,274 |
INVESCO1+ years Service code 51 · EIN 84-1142974 | Investment Mgmt Fees | $6,060 |
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 | $81,032 | $70,002+15.8% | $115,037-29.6% | $52,331+54.8% |
| Participation rate | 87.8% | 72.1%+15.7pp | 81.4%+6.4pp | 68.1%+19.7pp |
| Annual return | -0.52% | 4.04%-4.6pp | 26.14%-26.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,229 | $2,715-54.7% | $4,608-73.3% | $1,882-34.7% |
| Participant deferral / active EE | $4,962 | $4,920+0.9% | $6,026-17.7% | $3,022+64.2% |
| Admin fee / account holder | $74 | $566-86.9% | $8,175-99.1% | $592-87.4% |