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 INC2+ years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 1500 N OAK DR · PLYMOUTH, IN 46563 | Other Services | $217,855 |
NATIONWIDE1 year Service code 15 · EIN 31-4177100 | Recordkeeping | $36,629 |
FIDUCIARY WISE, LLC2+ years Service code 15 2487 S GILBERT · GILBERT, AZ 85295 | Recordkeeping | $17,883 |
COUNSEL TRUST COMPANY2+ years Service code 15 307 LEADER HEIGHTS RD · YORK, PA 17402 | Recordkeeping | $13,874 |
IFAM CAPITAL2+ years Service code 15 2133 SOUTH TIMBERLINE RD STE 120 · FORT COLLINS, CO 80525 | Recordkeeping | $5,133 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $42,057 | $129,021-67.4% | $184,203-77.2% | $77,643-45.8% |
| Participation rate | 73.9% | 87.3%-13.5pp | 86.8%-13.0pp | 70.6%+3.3pp |
| Annual return | 13.48% | 33.27%-19.8pp | 28.81%-15.3pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,870 | $4,413-35.0% | $6,427-55.3% | $2,726+5.3% |
| Participant deferral / active EE | $5,939 | $7,297-18.6% | $9,131-35.0% | $4,647+27.8% |
| Admin fee / account holder | $186 | $254-26.9% | $13,901-98.7% | $430-56.9% |