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 INVESTMENTS6 years Filed as: CLS INVESTMENT FIRM, LLC Service code 27 4020 S. 147TH ST · OMAHA, NE 68137 | Advisory (Plan) | $96,073 |
Service code 15 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Recordkeeping | $53,887 |
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Other Services | $14,621 |
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 | $46,180 | $46,292-0.2% | $143,757-67.9% | $64,808-28.7% |
| Participation rate | 65.4% | 64.2%+1.2pp | 80.3%-14.9pp | 71.5%-6.1pp |
| Annual return | -12.54% | -10.05%-2.5pp | -0.04%-12.5pp | 32.82%-45.4pp |
| Employer contribution / active EE | $1,095 | $1,910-42.7% | $4,951-77.9% | $2,506-56.3% |
| Participant deferral / active EE | $3,144 | $2,646+18.8% | $5,637-44.2% | $4,310-27.1% |
| Admin fee / account holder | $308 | $154+100.1% | $14,673-97.9% | $188+63.8% |