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 | $22,890 |
LT TRUST COMPANY2 years Service code 15 · EIN 61-1607607 1675 BROADWAY ST., STE. 500 · DENVER, CO 80202 | Recordkeeping | $15,487 |
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 | $31,117 | $55,453-43.9% | $170,442-81.7% | $62,292-50.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.46% | 21.38%-5.9pp | 205.93%-190.5pp | 28.90%-13.4pp |
| Employer contribution / active EE | $4,762 | $2,164+120.1% | $5,433-12.3% | $2,042+133.2% |
| Participant deferral / active EE | $1,506 | $2,303-34.6% | $4,939-69.5% | $3,169-52.5% |
| Admin fee / account holder | $252 | $455-44.5% | $13,880-98.2% | $479-47.3% |