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 INVESTMENTS5 years Filed as: CLS INVESTMENT FIRM, LLC Service code 27 4020 S. 147TH ST · OMAHA, NE 68137 | Advisory (Plan) | $95,747 |
Service code 15 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Recordkeeping | $52,947 |
LATITUDE SERVICE COMPANY INC3 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Other Services | $6,732 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,027 | $56,485+2.7% | $185,823-68.8% | $86,799-33.1% |
| Participation rate | 63.6% | 65.5%-1.9pp | 81.7%-18.1pp | 72.3%-8.7pp |
| Annual return | 13.92% | 118.04%-104.1pp | 122.05%-108.1pp | 97.91%-84.0pp |
| Employer contribution / active EE | $1,155 | $1,843-37.3% | $5,167-77.6% | $2,405-52.0% |
| Participant deferral / active EE | $3,044 | $2,553+19.2% | $5,568-45.3% | $4,131-26.3% |
| Admin fee / account holder | $345 | $150+130.4% | $16,237-97.9% | $170+103.2% |