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) | $17,225 |
Service code 19 · EIN 32-0169227 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Securities Custodian | $13,885 |
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 13 · EIN 82-1371994 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Contract Administrator | $8,113 |
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 | $47,104 | $61,272-23.1% | $149,673-68.5% | $71,457-34.1% |
| Participation rate | 44.0% | 62.5%-18.5pp | 78.8%-34.7pp | 67.9%-23.9pp |
| Annual return | 11.68% | 35.85%-24.2pp | 134.42%-122.7pp | 28.85%-17.2pp |
| Employer contribution / active EE | $712 | $2,378-70.1% | $4,818-85.2% | $2,588-72.5% |
| Participant deferral / active EE | $1,249 | $2,917-57.2% | $5,680-78.0% | $4,289-70.9% |
| Admin fee / account holder | $436 | $1,261-65.4% | $13,210-96.7% | $1,587-72.5% |