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 |
|---|---|---|
ANB BANK1+ years Service code 27 · EIN 83-0102567 | Advisory (Plan) | $34,075 |
LT TRUST COMPANY1+ years Service code 13 · EIN 61-1607607 | Contract Administrator | $20,663 |
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 | $39,151 | $68,413-42.8% | $123,104-68.2% | $55,191-29.1% |
| Participation rate | 92.0% | 84.5%+7.5pp | 86.8%+5.2pp | 69.2%+22.8pp |
| Annual return | 0.68% | 6.30%-5.6pp | 13.22%-12.5pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,281 | $3,050-58.0% | $5,151-75.1% | $1,899-32.5% |
| Participant deferral / active EE | $3,309 | $4,490-26.3% | $6,230-46.9% | $3,046+8.6% |
| Admin fee / account holder | $85 | $88-3.1% | $9,015-99.1% | $91-6.2% |