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 |
|---|---|---|
LT TRUST COMPANY1 year Service code 15 · EIN 61-1607607 5975 S. QUEBEC, SUITE 330 · CENTENNIAL, CO 80111 | Recordkeeping | $18,986 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,912 | $58,320-50.4% | $86,436-66.6% | $66,914-56.8% |
| Participation rate | 68.8% | 78.6%-9.8pp | 80.3%-11.5pp | 69.8%-1.0pp |
| Annual return | -13.62% | -9.71%-3.9pp | 4394.89%-4408.5pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,136 | $2,615-56.6% | $3,769-69.8% | $2,544-55.3% |
| Participant deferral / active EE | $4,662 | $6,899-32.4% | $6,952-32.9% | $4,237+10.0% |
| Admin fee / account holder | $157 | $546-71.3% | $6,731-97.7% | $593-73.6% |