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 |
|---|---|---|
CLS INVESTMENTS3 years Filed as: CLS INVESTMENT FIRM, LLC Service code 27 · EIN 32-0070947 | Advisory (Plan) | $76,856 |
Service code 15 · EIN 32-0169227 | Recordkeeping | $42,530 |
Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Other Services | $3,917 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (securities); Custodial (ot... | $380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,882 | $62,928-4.8% | $172,739-65.3% | $67,579-11.4% |
| Participation rate | 54.6% | 64.5%-9.9pp | 82.6%-28.1pp | 71.3%-16.7pp |
| Annual return | 19.44% | 30.36%-10.9pp | 802.84%-783.4pp | 378.56%-359.1pp |
| Employer contribution / active EE | $1,014 | $1,636-38.0% | $5,143-80.3% | $2,148-52.8% |
| Participant deferral / active EE | $2,616 | $2,145+22.0% | $5,198-49.7% | $3,539-26.1% |
| Admin fee / account holder | $359 | $167+115.1% | $13,954-97.4% | $142+152.0% |