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.
| Provider | Service type | Compensation |
|---|---|---|
LATITUDE SERVICE COMPANY INC1+ years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 1500 N OAK DR · PLYMOUTH, IN 46563 | Other Services | $76,540 |
IFAM CAPITAL1+ years Service code 15 2133 SOUTH TIMBERLINE RD STE 120 · FORT COLLINS, CO 80525 | Recordkeeping | $8,600 |
FIDUCIARY WISE, LLC1+ years Service code 15 2487 S GILBERT · GILBERT, AZ 85295 | Recordkeeping | $5,280 |
COUNSEL TRUST COMPANY1+ years Service code 15 307 LEADER HEIGHTS RD · YORK, PA 17402 | Recordkeeping | $5,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,513 | $100,227-44.6% | $169,993-67.3% | $74,419-25.4% |
| Participation rate | 27.1% | 87.3%-60.2pp | 87.0%-59.9pp | 70.7%-43.6pp |
| Annual return | 0.00% | 66.08%-66.1pp | 53.37%-53.4pp | 34.38%-34.4pp |
| Employer contribution / active EE | $3,243 | $4,263-23.9% | $6,785-52.2% | $2,637+23.0% |
| Participant deferral / active EE | $6,174 | $7,143-13.6% | $10,408-40.7% | $4,528+36.4% |
| Admin fee / account holder | $210 | $234-10.5% | $12,815-98.4% | $348-39.7% |