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: RETIREMENT PLAN ADVISORS LTD Service code 27 · EIN 63-1156117 | Advisory (Plan) | $16,814 |
Service code 19 · EIN 32-0169227 | Securities Custodian | $12,801 |
Filed as: LATITUDE RETIREMENT, INC. Service code 13 · EIN 82-1371994 | Contract Administrator | $8,312 |
NILES LANKFORD GROUP, INC.2 years Service code 13 · EIN 35-1580587 | Contract Administrator | $2,731 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,759 | $52,953-32.5% | $172,739-79.3% | $65,185-45.1% |
| Participation rate | 60.2% | 66.2%-6.0pp | 82.6%-22.4pp | 70.2%-10.0pp |
| Annual return | 17.68% | 30.12%-12.4pp | 802.84%-785.2pp | 29.38%-11.7pp |
| Employer contribution / active EE | $566 | $2,190-74.2% | $5,143-89.0% | $2,177-74.0% |
| Participant deferral / active EE | $1,204 | $2,471-51.3% | $5,198-76.8% | $3,514-65.7% |
| Admin fee / account holder | $315 | $472-33.2% | $13,954-97.7% | $847-62.8% |