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 |
|---|---|---|
Service code 59 · EIN 32-0169227 | Shareholder Servicing | $10,184 |
CLS INVESTMENTS5+ years Filed as: CLS INVESTMENT FIRM, LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $7,837 |
Filed as: LATITUDE SERVICE COMPANY, INC Service code 13 · EIN 82-1371994 | Contract Administrator | $6,485 |
NILES LANKFORD GROUP, INC.5+ years Filed as: NILES LANKFORD GROUP, INC Service code 13 · EIN 35-1580057 | Contract Administrator | $1,595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,187 | $66,310-34.9% | $93,606-53.9% | $65,185-33.7% |
| Participation rate | 46.1% | 74.0%-27.9pp | 75.8%-29.7pp | 70.2%-24.1pp |
| Annual return | 16.14% | 42.58%-26.4pp | 32.76%-16.6pp | 29.38%-13.2pp |
| Employer contribution / active EE | $828 | $2,012-58.8% | $2,718-69.5% | $2,177-61.9% |
| Participant deferral / active EE | $1,420 | $3,342-57.5% | $4,069-65.1% | $3,514-59.6% |
| Admin fee / account holder | $430 | $6,897-93.8% | $7,888-94.6% | $847-49.3% |