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 9467 MONTGOMERY ROAD · CINCINNATI, OH 45242 | Advisory (Plan) | $21,606 |
Service code 19 · EIN 32-0169227 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Securities Custodian | $15,377 |
Filed as: LATITUDE SERVICE COMPANY, INC Service code 13 · EIN 82-1371994 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Contract Administrator | $10,036 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,858 | $61,156-28.3% | $185,823-76.4% | $79,386-44.8% |
| Participation rate | 51.9% | 66.6%-14.7pp | 81.7%-29.8pp | 70.7%-18.8pp |
| Annual return | 10.82% | 19.45%-8.6pp | 122.05%-111.2pp | 116.85%-106.0pp |
| Employer contribution / active EE | $698 | $2,321-69.9% | $5,167-86.5% | $2,427-71.3% |
| Participant deferral / active EE | $1,311 | $2,789-53.0% | $5,568-76.4% | $4,046-67.6% |
| Admin fee / account holder | $389 | $710-45.2% | $16,237-97.6% | $626-38.0% |