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 9-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 13 · EIN 61-1607607 | Contract Administrator | $6,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $3,749 | $44,873-91.6% | $79,464-95.3% | $56,287-93.3% |
| Participation rate | 66.9% | 68.7%-1.9pp | 73.3%-6.5pp | 69.9%-3.0pp |
| Annual return | -17.43% | 0.81%-18.2pp | 718.14%-735.6pp | -9.96%-7.5pp |
| Employer contribution / active EE | $781 | $2,140-63.5% | $2,800-72.1% | $2,111-63.0% |
| Participant deferral / active EE | $1,129 | $2,746-58.9% | $3,704-69.5% | $3,350-66.3% |
| Admin fee / account holder | $53 | $418-87.3% | $5,113-99.0% | $521-89.8% |