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 |
|---|---|---|
THE WINDSOR GROUP LTD2 years Filed as: THE WINDSOR GROUP Service code 51 · EIN 35-1691197 500 E 96TH ST · INDIANAPOLIS, IN 46240 | Investment Mgmt Fees | $8,879 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 80-0709115 P.O. BOX 55208 · BOSTON, MA 022055208 | Recordkeeping | $2,409 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Bank Trustee | $2,262 |
Service code 15 · EIN 32-0169227 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Recordkeeping | $1,291 |
LATITUDE SERVICE COMPANY INC5 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 · EIN 82-1371994 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Other Services | $125 |
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 | $270,073 | $61,272+340.8% | $149,673+80.4% | $71,457+277.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.41% | 35.85%-20.4pp | 134.42%-119.0pp | 28.85%-13.4pp |
| Employer contribution / active EE | $17,926 | $2,378+653.7% | $4,818+272.1% | $2,588+592.8% |
| Participant deferral / active EE | $11,888 | $2,917+307.5% | $5,680+109.3% | $4,289+177.2% |
| Admin fee / account holder | $72 | $1,261-94.3% | $13,210-99.5% | $1,587-95.4% |