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 |
|---|---|---|
Service code 28 · EIN 82-0579238 1000 SECOND AVENUE, SUITE 1440 · SEATTLE, WA 98104 | Investment Management | $5,546 |
LT TRUST COMPANY1 year Service code 15 · EIN 61-1607607 1675 BROADWAY ST., STE. 500 · DENVER, CO 80202 | Recordkeeping | $3,355 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,676 | $77,634-75.9% | $156,549-88.1% | $62,891-70.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 13.69% | 50.32%-36.6pp | 32.23%-18.5pp | 20.14%-6.5pp |
| Employer contribution / active EE | $8,019 | $3,444+132.9% | $5,501+45.8% | $2,281+251.6% |
| Participant deferral / active EE | $1,081 | $3,045-64.5% | $4,871-77.8% | $3,203-66.3% |
| Admin fee / account holder | $45 | $5,561-99.2% | $13,027-99.7% | $4,296-98.9% |