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 ADVISORS, LLC2 years Service code 15 · EIN 27-1138936 | Recordkeeping | $27,359 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $275 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,439 | $81,474-2.5% | $133,956-40.7% | $73,488+8.1% |
| Participation rate | 76.3% | 76.4%-0.1pp | 79.8%-3.6pp | 70.7%+5.6pp |
| Annual return | 10.55% | 19.40%-8.9pp | 45.09%-34.5pp | 28.51%-18.0pp |
| Employer contribution / active EE | $1,241 | $2,209-43.8% | $3,919-68.3% | $2,270-45.3% |
| Participant deferral / active EE | $2,916 | $3,786-23.0% | $5,048-42.2% | $3,740-22.0% |
| Admin fee / account holder | $242 | $713-66.0% | $8,927-97.3% | $513-52.8% |