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 |
|---|---|---|
NATIONWIDE7+ years Filed as: NATIONWIDE FINANCIAL SERVICES Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $42,159 |
HORAN SECURITIES INC7+ years Filed as: HORAN SECURITIES, INC. Service code 27 | Advisory (Plan) | $18,632 |
Filed as: LATITUDE SERVICE COMPANY, INC. Service code 10 · EIN 82-1371994 30 GARFIELD PLACE · CINCINNATI, OH 45202 | Accounting | $775 |
HORAN SECURITIES INC7+ years Filed as: HORAN SECURITIES Service code 27 8044 MONTGOMERY RD · CINCINNATI, OH 45236 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,974 | $61,052-16.5% | $142,863-64.3% | $79,386-35.8% |
| Participation rate | 58.8% | 60.1%-1.4pp | 71.9%-13.2pp | 70.7%-12.0pp |
| Annual return | 12.43% | 16.02%-3.6pp | 5637.54%-5625.1pp | 116.85%-104.4pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,006 | $2,879-30.3% | $3,837-47.7% | $4,046-50.4% |
| Admin fee / account holder | $6 | $659-99.1% | $6,560-99.9% | $626-99.0% |