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 9-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 |
|---|---|---|
NATIONWIDE7+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $72,944 |
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 13 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Contract Administrator | $16,108 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,192 | $63,442+20.1% | $68,791+10.8% | $66,914+13.9% |
| Participation rate | 65.0% | 60.0%+5.1pp | 69.0%-4.0pp | 69.8%-4.8pp |
| Annual return | -10.95% | -8.29%-2.7pp | -6.38%-4.6pp | 1.58%-12.5pp |
| Employer contribution / active EE | $1,252 | $1,775-29.4% | $2,655-52.8% | $2,544-50.8% |
| Participant deferral / active EE | $3,946 | $2,945+34.0% | $3,941+0.1% | $4,237-6.9% |
| Admin fee / account holder | $1,202 | $577+108.2% | $4,932-75.6% | $593+102.6% |