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 Service code 15 · EIN 61-1607607 5975 S. QUEBEC, SUITE 330 · CENTENNIAL, CO 80111 | Recordkeeping | $20,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,881 | $26,906-44.7% | $61,373-75.8% | $77,904-80.9% |
| Participation rate | 47.1% | 33.4%+13.7pp | 52.6%-5.4pp | 73.7%-26.5pp |
| Annual return | -12.68% | -14.46%+1.8pp | 338.61%-351.3pp | 12.21%-24.9pp |
| Employer contribution / active EE | $1,880 | $521+260.8% | $1,159+62.1% | $2,848-34.0% |
| Participant deferral / active EE | $3,411 | $1,180+189.1% | $2,125+60.5% | $4,806-29.0% |
| Admin fee / account holder | $19 | $117-83.8% | $2,130-99.1% | $133-85.7% |