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 |
|---|---|---|
NATIONWIDE9+ years Filed as: NATIONWIDE FINANCIAL SERVICES Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $38,028 |
HORAN SECURITIES INC9+ years Filed as: HORAN SECURITIES, INC. Service code 27 | Advisory (Plan) | $16,742 |
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 10 · EIN 82-1371994 30 GARFIELD PLACE · CINCINNATI, OH 45202 | Accounting | $1,425 |
HORAN SECURITIES INC9+ 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.
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 | $40,224 | $48,335-16.8% | $121,098-66.8% | $71,457-43.7% |
| Participation rate | 49.5% | 54.3%-4.8pp | 69.5%-20.0pp | 67.9%-18.4pp |
| Annual return | 17.19% | 23.32%-6.1pp | 985.75%-968.6pp | 28.85%-11.7pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,164-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,312 | $2,754-16.1% | $4,080-43.3% | $4,289-46.1% |
| Admin fee / account holder | $304 | $1,841-83.5% | $5,644-94.6% | $1,587-80.9% |