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 |
|---|---|---|
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY INC. Service code 49 · EIN 82-1371994 | Other Services | $17,082 |
Filed as: CLARK SCHAEFER HACKET Service code 99 · EIN 11-1000111 | Other Fees | $11,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $453,213 | $77,899+481.8% | $149,673+202.8% | $75,163+503.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.17% | 31.72%-14.5pp | 134.42%-117.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $29,537 | $3,137+841.4% | $4,818+513.1% | $2,670+1006.3% |
| Participant deferral / active EE | $16,915 | $3,411+395.9% | $5,680+197.8% | $4,125+310.0% |
| Admin fee / account holder | $115 | $5,956-98.1% | $13,210-99.1% | $5,651-98.0% |