See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LATITUDE SERVICE COMPANY INC2 years Service code 49 1500 N OAK DR · PLYMOUTH, IN 46563 | Other Services | $9,578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,671 | $65,241+26.7% | $126,539-34.7% | $85,563-3.4% |
| Participation rate | 31.7% | 48.6%-16.9pp | 69.8%-38.1pp | 66.0%-34.2pp |
| Annual return | 14.60% | 42.19%-27.6pp | 425.95%-411.3pp | 31.51%-16.9pp |
| Employer contribution / active EE | $871 | $1,937-55.1% | $3,674-76.3% | $2,654-67.2% |
| Participant deferral / active EE | $3,245 | $3,032+7.0% | $4,083-20.5% | $4,375-25.8% |
| Admin fee / account holder | $19 | $1,031-98.2% | $6,065-99.7% | $834-97.8% |