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 INC4 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 13 1500 N OAK DRIVE · PLYMOUTH, IN 46563 | Contract Administrator | $1,969 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVENE CENTER DRIVE, CA 92618 | Recordkeeping Fees | $325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,331 | $106,110-54.5% | $147,005-67.1% | $77,671-37.8% |
| Participation rate | 76.0% | 78.4%-2.4pp | 82.2%-6.2pp | 70.6%+5.4pp |
| Annual return | 16.33% | 56.77%-40.4pp | 418.76%-402.4pp | 31.21%-14.9pp |
| Employer contribution / active EE | $2,247 | $4,065-44.7% | $4,934-54.5% | $2,726-17.6% |
| Participant deferral / active EE | $4,454 | $7,992-44.3% | $8,070-44.8% | $4,648-4.2% |
| Admin fee / account holder | $14 | $338-95.9% | $13,006-99.9% | $430-96.8% |