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) | $16,862 |
LATITUDE SERVICE COMPANY INC5 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 13 · EIN 82-1371994 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Contract Administrator | $15,343 |
Service code 19 · EIN 32-0169227 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Securities Custodian | $12,907 |
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 | $60,296 | $49,915+20.8% | $154,803-61.0% | $74,304-18.9% |
| Participation rate | 36.9% | 54.0%-17.1pp | 78.1%-41.2pp | 60.3%-23.5pp |
| Annual return | 13.42% | 34.06%-20.6pp | 58.88%-45.5pp | 29.43%-16.0pp |
| Employer contribution / active EE | $654 | $1,611-59.4% | $4,305-84.8% | $2,241-70.8% |
| Participant deferral / active EE | $1,258 | $2,255-44.2% | $5,540-77.3% | $3,767-66.6% |
| Admin fee / account holder | $594 | $2,189-72.9% | $14,329-95.9% | $2,969-80.0% |