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 49 · EIN 82-1371994 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Other Services | $10,965 |
THE WINDSOR GROUP LTD1 year Filed as: THE WINDSOR GROUP Service code 51 · EIN 35-1691197 500 E 96TH ST STE 450 · INDIANAPOLIS, IN 46240 | Investment Mgmt Fees | $5,972 |
Service code 15 · EIN 32-0169227 1500 NORTH OAK DR · PLYMOUTH, IN 46563 | Recordkeeping | $1,881 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $305,210 | $65,061+369.1% | $143,757+112.3% | $66,914+356.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.30% | -11.14%-5.2pp | -0.04%-16.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $17,831 | $2,361+655.3% | $4,951+260.2% | $2,544+600.9% |
| Participant deferral / active EE | $11,737 | $2,919+302.1% | $5,637+108.2% | $4,237+177.0% |
| Admin fee / account holder | $959 | $502+91.1% | $14,673-93.5% | $593+61.7% |