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 COMPANY3 years Filed as: LT TRUST Service code 12 · EIN 61-1607607 | Recordkeeping fees; Custodial (other ... | $11,108 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $5,519 |
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.
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 | $7,313 | $66,124-88.9% | $90,404-91.9% | $73,488-90.0% |
| Participation rate | 63.9% | 69.7%-5.8pp | 72.7%-8.8pp | 70.7%-6.8pp |
| Annual return | 18.17% | 17.65%+0.5pp | 1293.02%-1274.8pp | 28.51%-10.3pp |
| Employer contribution / active EE | $763 | $2,346-67.5% | $3,262-76.6% | $2,270-66.4% |
| Participant deferral / active EE | $1,138 | $3,039-62.6% | $3,963-71.3% | $3,740-69.6% |
| Admin fee / account holder | $81 | $396-79.6% | $5,611-98.6% | $513-84.3% |