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 | $9,924 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 13 · EIN 82-1371994 | Contract Administrator | $9,292 |
CLS INVESTMENTS6+ years Filed as: CLS INVESTMENT FIRM, LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $7,045 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,874 | $70,908-32.5% | $98,907-51.6% | $73,488-34.9% |
| Participation rate | 46.0% | 73.8%-27.7pp | 76.0%-30.0pp | 70.7%-24.6pp |
| Annual return | 9.27% | 34.17%-24.9pp | 196.43%-187.2pp | 28.51%-19.2pp |
| Employer contribution / active EE | $780 | $2,036-61.7% | $2,689-71.0% | $2,270-65.6% |
| Participant deferral / active EE | $1,231 | $3,500-64.8% | $4,244-71.0% | $3,740-67.1% |
| Admin fee / account holder | $370 | $535-30.9% | $6,642-94.4% | $513-28.0% |