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 |
|---|---|---|
Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 · EIN 82-1371994 | Other Services | $9,754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,811 | $52,953-62.6% | $172,739-88.5% | $65,185-69.6% |
| Participation rate | 66.9% | 66.2%+0.7pp | 82.6%-15.8pp | 70.2%-3.3pp |
| Annual return | 10.17% | 30.12%-20.0pp | 802.84%-792.7pp | 29.38%-19.2pp |
| Employer contribution / active EE | $844 | $2,190-61.4% | $5,143-83.6% | $2,177-61.2% |
| Participant deferral / active EE | $920 | $2,471-62.8% | $5,198-82.3% | $3,514-73.8% |
| Admin fee / account holder | $119 | $472-74.8% | $13,954-99.1% | $847-86.0% |