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) | $18,154 |
Service code 19 · EIN 32-0169227 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Securities Custodian | $13,707 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 13 · EIN 82-1371994 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Contract Administrator | $9,558 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,388 | $65,061-37.9% | $143,757-71.9% | $66,914-39.6% |
| Participation rate | 47.6% | 65.2%-17.6pp | 80.3%-32.7pp | 69.8%-22.2pp |
| Annual return | -15.22% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $735 | $2,361-68.9% | $4,951-85.2% | $2,544-71.1% |
| Participant deferral / active EE | $1,291 | $2,919-55.8% | $5,637-77.1% | $4,237-69.5% |
| Admin fee / account holder | $388 | $502-22.8% | $14,673-97.4% | $593-34.7% |