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 17 · EIN 13-5674085 | Pension Consulting | $134,501 |
Filed as: LATITUDE SERVICE COMPANY, INC. Service code 15 · EIN 82-1371994 | Recordkeeping | $26,180 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,546 |
Filed as: VONLEHMAN CPA & ADVISORY Service code 10 · EIN 31-0905417 | Accounting | $15,000 |
AMERICAN FUNDS4 years Filed as: QUADRANT CAPITAL GROUP LLC Service code 28 · EIN 26-3941439 | Investment Management | $9,727 |
Service code 28 · EIN 94-1737782 | Investment Management | $90 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,558 | $91,372+7.9% | $129,995-24.2% | $74,419+32.4% |
| Participation rate | 94.0% | 77.8%+16.2pp | 78.5%+15.5pp | 70.7%+23.3pp |
| Annual return | 7.92% | 23.21%-15.3pp | -137.18%+145.1pp | 34.38%-26.5pp |
| Employer contribution / active EE | $2,269 | $2,563-11.5% | $4,320-47.5% | $2,637-14.0% |
| Participant deferral / active EE | $4,987 | $4,721+5.6% | $5,820-14.3% | $4,528+10.1% |
| Admin fee / account holder | $631 | $283+122.7% | $10,614-94.1% | $348+81.4% |