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 |
|---|---|---|
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 · EIN 82-1371994 | Other Services | $5,779 |
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.
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 | $23,674 | $58,879-59.8% | $178,490-86.7% | $73,488-67.8% |
| Participation rate | 64.3% | 66.2%-1.9pp | 81.9%-17.6pp | 70.7%-6.3pp |
| Annual return | 9.33% | 24.86%-15.5pp | 151.07%-141.7pp | 28.51%-19.2pp |
| Employer contribution / active EE | $881 | $2,236-60.6% | $5,011-82.4% | $2,270-61.2% |
| Participant deferral / active EE | $926 | $2,567-63.9% | $5,202-82.2% | $3,740-75.2% |
| Admin fee / account holder | $54 | $400-86.5% | $13,984-99.6% | $513-89.5% |