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 |
|---|---|---|
NATIONWIDE8+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $50,278 |
LATITUDE SERVICE COMPANY INC5 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 13 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Contract Administrator | $8,315 |
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.
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 | $77,884 | $51,045+52.6% | $70,515+10.4% | $71,457+9.0% |
| Participation rate | 66.0% | 59.4%+6.6pp | 68.3%-2.3pp | 67.9%-1.9pp |
| Annual return | 7.26% | 42.63%-35.4pp | 32.77%-25.5pp | 28.85%-21.6pp |
| Employer contribution / active EE | $1,332 | $1,790-25.6% | $2,973-55.2% | $2,588-48.5% |
| Participant deferral / active EE | $4,460 | $3,026+47.4% | $4,567-2.3% | $4,289+4.0% |
| Admin fee / account holder | $725 | $1,994-63.6% | $6,412-88.7% | $1,587-54.3% |